Plan Ledger DOL Form 5500 · updated monthly

Apmex LLC401(k)

APMEX 401(K) AND PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Apmex LLC reported $16,957 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,608 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 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 228th-largest of 724 plans among Oklahoma employers on file, and the 1,743rd of 4,246 in wholesale trade. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,209,916
Participants with balances341
Active participants301
Employer contributions$785,084
Employee contributions$1,437,234
Employer contribution per active participant$2,608
Average account balance$65,132
Benefits paid to participants$1,632,458
Plan auditUnmodified (clean) audit opinion
AuditorBT&CO., P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 341 accts · $785K emplr
2023$18.4M · 374 accts · $792K emplr
2022$14.6M · 236 accts · $942K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,957
Total administrative$16,957
The Apmex LLC 401(k) match · 2024
Employer contribution per active participant$2,608
Median for plans this size$2,416
2024$2,608 per active participant
2023$2,686 per active participant
2022$3,364 per active participant

Apmex LLC's 2024 employer contribution ran above 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 · 20241
ALLEN, GIBBS, HOULIK, L.C. · Recordkeeping · Valuation$16,881

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

Recordkeeper by year2
2024ALLEN, GIBBS, HOULIK, L.C.
2023ALLEN, GIBBS, HOULIK, L.C.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,957 · 0.08%
2023$21,190 · 0.13%
2022$11,139 · 0.07%
Same employer
Similar plansWholesale Trade · Oklahoma
Bution Holdco 1, LLC OK$38.8M · 0.30%
Axh Holdings, LLC OK$25.5M · 0.03%
T & W Tire Company OK$25.0M · 0.44%
Orange Power Group, LLC OK$16.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731604020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.