APEX CLEARING CORPORATION 401(K) PLAN

Plan Contact

  • Address: 350 N ST PAUL STREET,,DALLAS,TX
  • Contact person: KIMBERLY HILGART
  • Phone: (888) 268-6220

Plan General Information

APEX CLEARING CORPORATION 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of APEX CLEARING CORPORATION 401(K) PLAN is $47,914,778.00.This plan was established in 2022.

APEX CLEARING CORPORATION 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in APEX CLEARING CORPORATION 401(K) PLAN is 440

APEX CLEARING CORPORATION 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for APEX CLEARING CORPORATION 401(K) PLAN is $108,897.00

APEX CLEARING CORPORATION 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for APEX CLEARING CORPORATION 401(K) PLAN is $10,300.00.

APEX CLEARING CORPORATION 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in APEX CLEARING CORPORATION 401(K) PLAN is approximately $2,372.00
Investing in this additonal $2,372.00 for 20 years would give you extra $151,845.00, assuming a 10% annual return.

APEX CLEARING CORPORATION 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, APEX CLEARING CORPORATION 401(K) PLAN allocates $1,043,939.00 to match its employees' contributions, providing an employer match rate of 23.03% of their contributions

APEX CLEARING CORPORATION 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of APEX CLEARING CORPORATION 401(K) PLAN is 22.92%.

APEX CLEARING CORPORATION 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for APEX CLEARING CORPORATION 401(K) PLAN is 17.23%. This measures the effectiveness of the plan participants' investments in the year.

APEX CLEARING CORPORATION 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of APEX CLEARING CORPORATION 401(K) PLAN is 0.03%.

Enrollment Features

APEX CLEARING CORPORATION 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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