Plan Ledger DOL Form 5500 · updated monthly

Apex Homecare Services IncDC plan

APEX HOMECARE SERVICES INC EMP RETIRE PLAN & TRUST · GLENDALE, CA · plan year 2024

Reported admin expense ratio · 2024
3.26%

Apex Homecare Services Inc reported $66,828 in plan administrative expenses for 2024: 3.26% of average plan assets, higher than ~90% of peers. 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 rose from 0.64% to 3.26%. 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 California (8,208th of 9,483), and 9,865th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,209,978
Participants with balances148
Active participants146
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$14,932
Benefits paid to participants$42,740
Plan history4
Yearassets · accounts · employer contribution
2024$2.2M · 148 accts
2023$1.9M · 148 accts
2022$1.5M
2021$2.0M · $25K emplr
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 history4
2024$66,828 · 3.26%
2023$18,163 · 1.06%
2022$24,688 · 1.40%
2021$11,633 · 0.64%
Similar plansHealth Care & Social Assistance · California
Downtown Women's Center CA$2.2M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954847068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.