Contract Employee Retirement Savings Plan — Form 5500 plan (Apex Systems, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Contract Employee Retirement Savings Plan is a benefit plan reported by Apex Systems, LLC under EIN 54-1773546 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,478 participants and $204,527,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apex Systems, LLC
- EIN
- 54-1773546
- Plan number
- 002
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 24,478
- End-of-year plan assets
- $204,527,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,478 | H, C | 20241011161253NAL0044424050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,527,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,527,883
- Net assets (BOY)
- $164,324,350
Income & contributions
- Employer contributions
- $1,301,950
- Participant contributions
- $35,713,201
- Total contributions
- $44,468,349
- Total income / additions
- $78,471,142
Expenses & distributions
- Benefits paid
- $37,215,844
- Administrative expenses
- $731,795
- Total expenses
- $37,986,103
- Net increase / (decrease)
- $40,485,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $508,136 | $0 | 2023 |
| Janney Montgomery Scott LLC | ADVISOR | $139,113 | not reported in the loaded dataset | 2023 |
| Keiter | ACCOUNTANT/AUDITOR | $36,137 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $35,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apex Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Fidelity Investments Institutional — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Keiter — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation