Apex Tool Group 401(k) match, vesting and fees
What Apex Tool Group'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 | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Apex Tool Group: employer contribution per participant | $3,514 | |
| Peer median | $2,413 |
| Apex Tool Group: average balance | $164,730 | |
| Peer median | $86,456 |
| Apex Tool Group: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.12% |
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 $314M at the end of plan year 2021 to $276M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,800 | $276M | $5.9M | $3,514 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,877 | $270M | $5.7M | $3,083 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 2,099 | $252M | $6.4M | $3,071 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 2,172 | $314M | $6.1M | $3,184 | 0.11% | Not published | Form 5500 ↗ |
Other Apex Tool Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees
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 | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Apex Tool Group match 401(k) contributions?
The match terms for the Apex Tool Group, LLC 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5.9M in employer contributions, about $3,514 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Apex Tool Group 401(k) match vested?
The vesting schedule for the Apex Tool Group, LLC 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Apex Tool Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Apex Tool Group, LLC.
I left Apex Tool Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Apex Tool Group, LLC, (919) 387-2491) or the recordkeeper, Fidelity Investments Institutional. The Apex Tool Group old 401(k) page lists the contacts from every plan filing. Find an old Apex Tool Group 401(k)
Data from the public Form 5500 annual reports Apex Tool Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Tool Group. Not financial advice. Report a correction · Methodology