Plan Ledger DOL Form 5500 · updated monthly

The Apex Paper Box Company401(k)

THE APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN · CLEVELAND, OH · plan year 2025

Reported admin expense ratio · 2025
0.11%

The Apex Paper Box Company reported $13,341 in plan administrative expenses for 2025: 0.11% of average plan assets, lower than ~75% of peers. 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 fell from 0.18% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,779th of 3,295), and 7,880th of 13,661 in manufacturing. active participation has shrunk from 185 to 150 since 2022.

Plan summary
Net assets, end of year$12,484,919
Participants with balances150
Active participants150
Employer contributions—
Employee contributions$165,970
Employer contribution per active participant—
Average account balance$83,233
Benefits paid to participants$1,358,259
Plan auditUnmodified (clean) audit opinion
AuditorD'AMORE TATMAN GROUP LLC
Plan history4
Yearassets · accounts · employer contribution
2025$12.5M · 150 accts
2024$11.6M · 170 accts
2023$7.6M · 190 accts · $21K emplr
2022$5.0M · 191 accts · $262K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$537
Audit (IQPA)$12,200
Total administrative$13,341
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
D'AMORE TATMAN GROUP LLC · Accounting / audit$12,200
COHEN & COMPANY · Accounting / audit$537

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

Administrative cost history4
2025$13,341 · 0.11%
2024$12,346 · 0.13%
2023$11,306 · 0.18%
2022$10,644 · 0.18%
Same employer
Similar plansManufacturing · Ohio
E.M.I., Corp. OH$12.6M · 0.44%
Elyria Foundry Company, LLC OH$12.5M · 0.64%
Glunt Industries, Inc. OH$12.5M · 0.30%
Kost USA, LLC OH$12.4M · 0.35%
Engineered Profiles LLC OH$12.4M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340070280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.