Plan Ledger DOL Form 5500 · updated monthly

Apex Innovative Sciences, Inc.401(k)

APEX INNOVATIVE SCIENCES, INC. 401(K) PLAN · GARDEN GROVE, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

Apex Innovative Sciences, Inc. reported $55,484 in plan administrative expenses for 2024: 0.64% 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 0.42% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,833rd of 9,483), and 8,424th of 11,654 in professional & technical services. active participation has shrunk from 381 to 274 since 2022.

Plan summary
Net assets, end of year$8,682,688
Participants with balances327
Active participants274
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$26,553
Benefits paid to participants$994,177
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 327 accts
2023$8.6M · 296 accts
2022$8.6M · 245 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,484
Total administrative$55,484
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 · 20244
THE WATERFORD GROUP LLC · Investment advisory (plan)$17,997
EMPOWER ADVISORY GROUP, LLC · Investment management$3,907
NATIONAL BENEFIT SERVICES, LLC · Contract administratorindirect 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$55,484 · 0.64%
2023$57,291 · 0.67%
2022$41,111 · 0.42%
Similar plansProfessional & Technical Services · California
Ocean Media, LLC CA$8.7M · 0.31%
Innovaccer CA$8.7M · 0.39%
Procede Software LP CA$8.7M · 0.68%
Whalar Inc CA$8.7M · 0.15%
Veryon CA$8.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842814631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.