Apex Behavioral Services 401(k) match, vesting and fees
What Apex Behavioral Services' 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Olsen Thielen and Co., Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Apex Behavioral Services: employer contribution per participant | $715 | |
| Peer median | $1,440 |
| Apex Behavioral Services: average balance | $2,756 | |
| Peer median | $38,351 |
| Apex Behavioral Services: admin expenses ÷ assets | 1.58% | |
| Peer median | 0.47% |
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 $295K at the end of plan year 2024 to $730K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 420 | $730K | $190K | $715 | 1.58% | Not published | Form 5500 ↗ |
| 2024 | 398 | $295K | $135K | $667 | 1.37% | Not published | Form 5500 ↗ |
Common questions
Does Apex Behavioral Services match 401(k) contributions?
The match terms for the Apex Behavioral Services 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $190K in employer contributions, about $715 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Apex Behavioral Services 401(k) match vested?
The vesting schedule for the Apex Behavioral Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Apex Behavioral Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Apex Behavioral Services.
I left Apex Behavioral Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Apex Behavioral Services, (812) 909-1620) or the recordkeeper, Ascensus LLC. The Apex Behavioral Services old 401(k) page lists the contacts from every plan filing. Find an old Apex Behavioral Services 401(k)
Data from the public Form 5500 annual reports Apex Behavioral Services filed with the U.S. Department of Labor (plan years 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 Behavioral Services. Not financial advice. Report a correction · Methodology