Plan Ledger DOL Form 5500 · updated monthly

Apex Companies, LLC401(k)

APEX COMPANIES, LLC 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Apex Companies, LLC reported $18,519 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,765 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 0.018%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 155th-largest of 1,671 plans among Maryland employers on file, and the 1,355th of 11,654 in professional & technical services. In 2024, employees put in $4.01 for every $1.00 the employer contributed; active participation has grown from 1,084 to 1,272 since 2022.

Plan summary
Net assets, end of year$111,752,015
Participants with balances1,650
Active participants1,272
Employer contributions$2,245,698
Employee contributions$8,995,544
Employer contribution per active participant$1,765
Average account balance$67,728
Benefits paid to participants$9,681,624
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$111.8M · 1,650 accts · $2.2M emplr
2023$96.0M · 1,491 accts · $2.0M emplr
2022$78.2M · 1,458 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,519
Total administrative$18,519
The Apex Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,765
Median for plans this size$3,635
2024$1,765 per active participant
2023$1,796 per active participant
2022$1,756 per active participant

Apex Companies, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,519
CETERA ADVISOR NETWORKS LLCindirect comp
NATIONAL FINANCIAL SERVICES LLCindirect comp

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$18,519 · 0.02%
2023$16,516 · 0.02%
2022$14,096 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Maryland

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Source: U.S. Department of Labor, Form 5500 series, EIN 521562320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.