Plan Ledger DOL Form 5500 · updated monthly

Apex Behavioral Services401(k)

APEX BEHAVIORAL SERVICES 401(K) PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Apex Behavioral Services reported $2,014 in plan administrative expenses for 2024: 0.68% of average plan assets, below the peer median. Employer contributions averaged $350 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,541st of 1,562), and 11,585th of 11,911 in health care & social assistance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$294,841
Participants with balances202
Active participants385
Employer contributions$134,633
Employee contributions$170,828
Employer contribution per active participant$350
Average account balance$1,460
Benefits paid to participants$17,043
Plan auditUnmodified (clean) audit opinion
AuditorOLSEN THIELEN AND CO., LTD.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,410
Investment management$604
Total administrative$2,014
The Apex Behavioral Services 401(k) match · 2024
Employer contribution per active participant$350
Median for plans this size$540

Apex Behavioral Services's 2024 employer contribution ran below the $540 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 · 20241
ASCENSUS LLC · Recordkeeping$1,410

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

Administrative cost history1
2024$2,014 · 0.68%
Similar plansHealth Care & Social Assistance · Indiana
Paladin, Inc. IN$499K · 3.88%
In-Pact, Inc. IN$471K · 1.09%
Oxford Home Care LLC CT$296K · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463035524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.