Apex Systems 401(k) match, vesting and fees
What Apex Systems' 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 | Keiter (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 39 defined-contribution plans in administrative, support and waste management services with 5,000 to 9,999 participants.
| Apex Systems: employer contribution per participant | $140 | |
| Peer median | $1,648 |
| Apex Systems: average balance | $29,726 | |
| Peer median | $40,703 |
| Apex Systems: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.23% |
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 $205M at the end of plan year 2023 to $232M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 26,375 | $232M | $1.1M | $140 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 20,901 | $205M | $1.3M | $169 | 0.40% | Not published | Form 5500 ↗ |
Other Apex Systems plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Apex Systems, LLC 401(k) Plan
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 | Keiter Stephens (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Apex Systems match 401(k) contributions?
The match terms for the Contract Employee Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $140 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Apex Systems 401(k) match vested?
The vesting schedule for the Contract Employee Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Apex Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Apex Systems, LLC.
I left Apex Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Apex Systems, LLC, (804) 523-8267) or the recordkeeper, Fidelity Investments Institutional. The Apex Systems old 401(k) page lists the contacts from every plan filing. Find an old Apex Systems 401(k)
Data from the public Form 5500 annual reports Apex Systems filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 Systems. Not financial advice. Report a correction · Methodology