Plan Ledger DOL Form 5500 · updated monthly

Apex Clean Energy, Inc.401(k)

APEX CLEAN ENERGY, INC. 401(K) PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Apex Clean Energy, Inc. reported $12,327 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,708 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 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. 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 498th-largest of 2,266 plans among Virginia employers on file, and the 2,806th of 11,654 in professional & technical services. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,026,447
Participants with balances504
Active participants431
Employer contributions$2,891,146
Employee contributions$5,578,599
Employer contribution per active participant$6,708
Average account balance$97,275
Benefits paid to participants$4,361,583
Plan auditUnmodified (clean) audit opinion
AuditorHANTZMON WIEBEL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 504 accts · $2.9M emplr
2023$38.0M · 494 accts · $2.8M emplr
2022$26.7M · 460 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,957
Investment management$9,370
Total administrative$12,327
The Apex Clean Energy, Inc. 401(k) match · 2024
Employer contribution per active participant$6,708
Median for plans this size$2,416
2024$6,708 per active participant
2023$6,891 per active participant
2022$5,135 per active participant

Apex Clean Energy, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,370
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,957

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$12,327 · 0.03%
2023$10,093 · 0.03%
2022$5,120 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Virginia
Ad Hoc LLC VA$49.9M · 0.07%
Research Innovations Inc. VA$49.5M · 0.00%
Redhorse Corporation VA$48.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264536778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.