Plan Ledger DOL Form 5500 · updated monthly

Apex Parks Group LLC401(k)

APEX PARKS GROUP LLC 401K PLAN · ALISO VIEJO, CA · plan year 2019

Reported admin expense ratio · 2019
0.72%

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

Apex Parks Group LLC reported $5,573 in plan administrative expenses for 2019: 0.72% of average plan assets, above the peer median. Employer contributions averaged $619 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 1 year on file its reported administrative ratio rose from 0.25% to 0.72%. The plan sits in the under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (8,719th of 9,483), and 1,209th of 1,311 in arts, entertainment & recreation. In 2019, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,190,993
Participants with balances322
Active participants309
Employer contributions$191,291
Employee contributions$516,813
Employer contribution per active participant$619
Average account balance$3,699
Benefits paid to participants$27,024
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA, PLLC
Plan history2
Yearassets · accounts · employer contribution
2019$1.2M · 322 accts · $191K emplr
2018$356K · 219 accts · $98K emplr
The Apex Parks Group LLC 401(k) match · 2019
Employer contribution per active participant$619
Median for plans this size$169
2019$619 per active participant
2018$323 per active participant

Apex Parks Group LLC's 2019 employer contribution ran above the $169 median for plans its size, placing it in the top 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2019$5,573 · 0.72%
2018$872 · 0.25%
Similar plansArts, Entertainment & Recreation · California
Cahuilla Casino CA$1.1M · 0.16%
Glostation Core USA Inc. CA$964K · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320435579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.