Plan Ledger DOL Form 5500 · updated monthly

Apex Logistics International401(k)

APEX LOGISTICS INTERNATIONAL 401(K) PROFIT SHARING PLAN · RANCHO DOMINGUEZ, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Apex Logistics International reported $69,402 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,753 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 2 years on file its reported administrative ratio rose from 0.26% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 3,384th-largest of 9,483 plans among California employers on file, and the 981st of 3,341 in other services. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 566 to 634 since 2022.

Plan summary
Net assets, end of year$22,125,729
Participants with balances517
Active participants634
Employer contributions$1,111,146
Employee contributions$2,692,273
Employer contribution per active participant$1,753
Average account balance$42,796
Benefits paid to participants$956,323
Plan auditUnmodified (clean) audit opinion
AuditorSATTY LEVINE AND CIACCO CPA
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 517 accts · $1.1M emplr
2023$16.3M · 457 accts · $1.1M emplr
2022$11.3M · 501 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,402
Total administrative$69,402
The Apex Logistics International 401(k) match · 2024
Employer contribution per active participant$1,753
Median for plans this size$2,416
2024$1,753 per active participant
2023$2,037 per active participant
2022$1,351 per active participant

Apex Logistics International's 2024 employer contribution ran below the $2,416 median for plans its size. 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
CAPITAL RESEARCH & MANAGEMENT CO. · Recordkeeping · Loan processingindirect comp
CREATIVE PLANNING · Other servicesindirect comp
ACTUARIAL BENEFITS CORP. · Contract administratorindirect comp

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

Recordkeeper by year2
2024CAPITAL RESEARCH & MANAGEMENT CO.
2023CAPITAL RESEARCH & MANAGEMENT CO.

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Administrative cost history3
2024$69,402 · 0.36%
2023$50,182 · 0.36%
2022$27,919 · 0.26%
Same employer
Similar plansOther Services · California
Angelus Block Company, Inc. CA$23.4M · 0.31%
Resources Legacy Fund CA$22.7M · 0.26%
Dewey Services, Inc. CA$22.3M · 0.61%
Low Income Investment Fund CA$20.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050563112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.