Plan Ledger DOL Form 5500 · updated monthly

Apex Analytix LLC401(k)

APEX ANALYTIX 401(K) PROFIT SHARING PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Apex Analytix LLC reported $88,206 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,192 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 407th-largest of 2,005 plans among North Carolina employers on file, and the 3,008th of 11,654 in professional & technical services. In 2024, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,832,046
Participants with balances422
Active participants307
Employer contributions$672,906
Employee contributions$2,685,806
Employer contribution per active participant$2,192
Average account balance$106,237
Benefits paid to participants$7,357,458
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & CO
Plan history3
Yearassets · accounts · employer contribution
2024$44.8M · 422 accts · $673K emplr
2023$42.4M · 422 accts · $650K emplr
2022$35.3M · 417 accts · $662K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,227
Investment management$34,168
Audit (IQPA)$12,811
Total administrative$88,206
The Apex Analytix LLC 401(k) match · 2024
Employer contribution per active participant$2,192
Median for plans this size$2,416
2024$2,192 per active participant
2023$2,180 per active participant
2022$2,222 per active participant

Apex Analytix LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,235
CREATIVE PLANNING LLC · Investment advisory (plan)$34,168
BERNARD ROBINSON & COMPANY, LLP · Accounting / audit$12,811

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$88,206 · 0.20%
2023$77,417 · 0.20%
2022$79,995 · 0.21%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Phreesia, Inc. NC$49.9M · 0.16%
Csco NC$44.1M · 0.15%
Corvid Holdings, Inc. NC$44.1M · 0.04%
The Select Group, LLC NC$43.3M · 0.41%
Brightly Software, Inc NC$43.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133559998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.