Plan Ledger DOL Form 5500 · updated monthly

Apex Oil Company, Inc.401(k)

APEX OIL COMPANY, INC. EMPLOYEE SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Apex Oil Company, Inc. reported $93,115 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $2,693 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 3 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 299th-largest of 1,393 plans among Missouri employers on file, and the 732nd of 4,246 in wholesale trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,149,146
Participants with balances552
Active participants486
Employer contributions$1,308,936
Employee contributions$2,683,319
Employer contribution per active participant$2,693
Average account balance$99,908
Benefits paid to participants$6,450,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.1M · 552 accts · $1.3M emplr
2023$51.4M · 357 accts · $1.1M emplr
2022$48.5M · 375 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,734
Investment management$24,381
Total administrative$93,115
The Apex Oil Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,693
Median for plans this size$3,635
2024$2,693 per active participant
2023$2,229 per active participant
2022$2,222 per active participant

Apex Oil Company, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,734
MERCER INVESTMENTS LLC · Investment advisory (plan)$18,750
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,631

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$93,115 · 0.17%
2023$93,545 · 0.19%
2022$101,057 · 0.18%
Same employer
Similar plansWholesale Trade · Missouri
Kaiser Midwest, Inc. MO$66.3M · 0.26%
Mfa Oil Company MO$51.1M · 0.10%
John Henry Foster Company MO$44.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431530508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.