Plan Ledger DOL Form 5500 · updated monthly

Apex Caring Services, LLC401(k)

APEX CARING SERVICES 401(K) PLAN · THORNTON, CO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Apex Caring Services, LLC reported $1,469 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,783 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,239th of 1,461), and 9,730th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,385,150
Participants with balances162
Active participants176
Employer contributions$313,772
Employee contributions$438,244
Employer contribution per active participant$1,783
Average account balance$14,723
Benefits paid to participants$79,665
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36
Investment management$1,433
Total administrative$1,469
The Apex Caring Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,783
Median for plans this size$1,313

Apex Caring Services, LLC's 2024 employer contribution ran above the $1,313 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.

Administrative cost history1
2024$1,469 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
All for Kids Home Health CO$2.6M · 0.55%
Harmony Foundation, Inc. CO$2.3M · 1.52%
Talentreef CO$2.2M · 0.54%
The Genetic Locker, Inc. CO$2.1M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820766204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.