What public Form 5500 filings show about the Apogee Solutions, Inc. 401(k) plan — and how to find and check your own account.
Apogee Solutions, Inc. (EIN 54-2074565) reports APOGEE 401(K) PLAN on its most recent Form 5500, with $5.2M in plan assets across 136 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Apogee Solutions, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Apogee Solutions, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, BARNES TPA & ASSOCIATES, EMPOWER ADVISORY GROUP.
