Apex Analytix 401(k) match, vesting and fees
What Apex Analytix's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bernard Robinson & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Apex Analytix: employer contribution per participant | $1,542 | |
| Peer median | $2,719 |
| Apex Analytix: average balance | $119,918 | |
| Peer median | $85,424 |
| Apex Analytix: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $42M at the end of plan year 2021 to $50.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 445 | $50.6M | $651K | $1,542 | 0.17% | Not published | Form 5500 ↗ |
| 2024 | 439 | $44.8M | $673K | $1,595 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 436 | $42.4M | $650K | $1,540 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 442 | $35.3M | $662K | $1,588 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 415 | $42M | $563K | $1,434 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Apex Analytix match 401(k) contributions?
The match terms for the Apex Analytix 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $651K in employer contributions, about $1,542 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Apex Analytix 401(k) match vested?
The vesting schedule for the Apex Analytix 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Apex Analytix 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Apex Analytix LLC.
I left Apex Analytix. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Apex Analytix LLC, (336) 291-2351) or the recordkeeper, Fidelity Investments Institutional. The Apex Analytix old 401(k) page lists the contacts from every plan filing. Find an old Apex Analytix 401(k)
Data from the public Form 5500 annual reports Apex Analytix filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Apex Analytix. Not financial advice. Report a correction · Methodology