Plan Ledger DOL Form 5500 · updated monthly

Apex Homes of PA, LLC401(k)

APEX HOMES 401K PLAN · MIDDLEBURG, PA · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Apex Homes of PA, LLC reported $1,852 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $164 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (3,340th of 3,651), and 4,813th of 5,337 in construction. In 2022, employees put in $9.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,044,134
Participants with balances83
Active participants108
Employer contributions$17,700
Employee contributions$159,706
Employer contribution per active participant$164
Average account balance$24,628
Benefits paid to participants$79,426
Plan auditDisclaimer of opinion
AuditorWAGNER DREESE ELSASSER & ASSOCIATES
Administrative expenses, itemized · 2022
Professional / advisory$1,852
Total administrative$1,852
The Apex Homes of PA, LLC 401(k) match · 2022
Employer contribution per active participant$164
Median for plans this size$1,114

Apex Homes of PA, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,852 · 0.09%
Same employer
Similar plansConstruction · Pennsylvania
Turn Key Realty, LLC PA$2.3M · 0.13%
Wenrich Painting, Inc. PA$2.0M · 1.99%
Penn Residential Inc PA$1.8M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471409422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.