Plan Ledger DOL Form 5500 · updated monthly

Apex Contracting and Restoration, Inc.401(k)

APEX CONTRACTING & RESTORATION, INC 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
2.26%

Apex Contracting and Restoration, Inc. reported $21,774 in plan administrative expenses for 2024: 2.26% of average plan assets, above the peer median. 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 1.44% to 2.26%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,807th of 9,483), and 5,096th of 5,337 in construction.

Plan summary
Net assets, end of year$1,051,268
Participants with balances146
Active participants122
Employer contributions—
Employee contributions$262,973
Employer contribution per active participant—
Average account balance$7,200
Benefits paid to participants$200,483
Plan auditUnmodified (clean) audit opinion
AuditorOZUROVICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$1.1M · 146 accts
2023$876K · 119 accts
2022$567K · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,534
Investment management$6,240
Total administrative$21,774
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
ASCENSUS LLC · Loan processing · Recordkeeping$15,534
FIDUCIARY BENEFITS GROUP INC · Investment advisory (plan)$6,240

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$21,774 · 2.26%
2023$7,131 · 0.99%
2022$8,360 · 1.44%
Similar plansConstruction · California
Leonard Services, Inc. CA$1.1M · 0.04%
Aragon Construction, Inc. CA$1.1M · 0.59%
X-Act Finish & Trim Inc CA$967K · 1.56%
Rjp Framing, Inc. CA$919K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421613227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.