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Original filing (PDF)20251006074322NAL0003117921001
APTIMA, INC.
Form 5500
FILING_RECEIVED
APTIMA, INC. SH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
201
Plan assets (EOY)
$45.8M
Net assets (EOY)
$45.8M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTIMA, INC..
Plan sponsor
Name
APTIMA, INC.
EIN
04-3281859
Address
8 CABOT ROAD · SUITE 4000 · WOBURN, MA · 01801
Phone
(781) 496-2443
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LEONE MCDONNELL & ROBERTS, P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | ADVISOR | $25K | — |
Investments
41 direct securities · 1 pooled fund· $45.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$45.4M
41 holdings
Common Collective Trust
$420K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index n/a | — | — | — | $6.7M | 14.7% | |
| Fidelity Management Trust Company American Funds Target Date 2055 R6 Fund n/a | — | — | — | $4.3M | 9.5% | |
| Fidelity Management Trust Company American Funds Target Date 2045 R6 Fund n/a | — | — | — | $3.5M | 7.7% | |
| Fidelity Management Trust Company American Funds Target Date 2040 R6 Fund n/a | — | — | — | $3.2M | 6.9% | |
| Fidelity Management Trust Company T. Rowe Price Blue Chip Growth n/a | — | — | — | $3.1M | 6.9% | |
| Fidelity Management Trust Company American Funds Target Date 2050 R6 Fund n/a | — | — | — | $2.8M | 6.2% | |
| Fidelity Management Trust Company Oppenheimer Discovery n/a | — | — | — | $1.7M | 3.7% | |
| Fidelity Management Trust Company Fidelity Spartan Mid Cap Index Advantage n/a | — | — | — | $1.6M | 3.5% | |
| Fidelity Management Trust Company American Funds Target Date 2035 R6 Fund n/a | — | — | — | $1.4M | 3.1% | |
| Fidelity Management Trust Company Fidelity Spartan Small Cap Index Advantage n/a | — | — | — | $1.4M | 3.0% | |
| Fidelity Management Trust Company JPMorgan US Equity Select n/a | — | — | — | $1.3M | 2.8% | |
| Fidelity Management Trust Company Blackrock High Yield Bond n/a | — | — | — | $1.3M | 2.8% | |
| Fidelity Management Trust Company American Funds Target Date 2030 R6 Fund n/a | — | — | — | $991K | 2.2% | |
| Fidelity Management Trust Company Hartford Inflation Plus n/a | — | — | — | $974K | 2.1% | |
| Fidelity Management Trust Company Cohen & Steers Real Estate Securities Fund n/a | — | — | — | $973K | 2.1% | |
| Fidelity Management Trust Company Carillon Eagle Mid Cap Growth Fund n/a | — | — | — | $736K | 1.6% | |
| Fidelity Management Trust Company T. Rowe Price Spectrum Moderate Growth n/a | — | — | — | $717K | 1.6% | |
| Fidelity Management Trust Company Putnam Equity Income n/a | — | — | — | $655K | 1.4% | |
| Fidelity Management Trust Company Wells Fargo Special Mid Cap Value n/a | — | — | — | $643K | 1.4% | |
| Fidelity Management Trust Company Victory Sycamore Small Company Opportunity n/a | — | — | — | $630K | 1.4% | |
| Fidelity Management Trust Company Fidelity Spartan International Index Advantage n/a | — | — | — | $595K | 1.3% | |
| Fidelity Management Trust Company Fidelity US Bond Index n/a | — | — | — | $566K | 1.2% | |
| Fidelity Management Trust Company American Funds Target Date 2065 R6 Fund n/a | — | — | — | $522K | 1.1% | |
| Fidelity Management Trust Company Fidelity Balanced Fund n/a | — | — | — | $484K | 1.1% | |
| Fidelity Management Trust Company JPMorgan Government Bond Select n/a | — | — | — | $468K | 1.0% | |
| Fidelity Management Trust Company JPMorgan Equity Income n/a | — | — | — | $451K | 1.0% | |
| Fidelity Management Trust Company Dodge & Cox Income I n/a | — | — | — | $432K | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $420K | 0.9% | |
| Fidelity Management Trust Company American Funds Target Date 2025 R6 Fund n/a | — | — | — | $382K | 0.8% | |
| Fidelity Management Trust Company Goldman Sachs Inflation Protected Securities Fund n/a | — | — | — | $378K | 0.8% | |
| Fidelity Management Trust Company Victory Established Value n/a | — | — | — | $371K | 0.8% | |
| Fidelity Management Trust Company Fidelity Government Money Market n/a | — | — | — | $355K | 0.8% | |
| dates ranging from March 2025 to June 2044, secured by individual accounts. -0- | — | — | — | $266K | 0.6% | |
| Fidelity Management Trust Company First Eagle Gold n/a | — | — | — | $240K | 0.5% | |
| Fidelity Management Trust Company American Funds Target Date 2060 R6 Fund n/a | — | — | — | $239K | 0.5% | |
| Fidelity Management Trust Company Invesco Developing Markets n/a | — | — | — | $213K | 0.5% | |
| Fidelity Management Trust Company MFS Conservative Allocation n/a | — | — | — | $199K | 0.4% | |
| Fidelity Management Trust Company American Funds Target Date 2020 R6 Fund n/a | — | — | — | $187K | 0.4% | |
| Fidelity Management Trust Company MFS Massachusetts Investor Growth n/a | — | — | — | $156K | 0.3% | |
| Fidelity Management Trust Company MFS Growth Allocation n/a | — | — | — | $99K | 0.2% | |
| Fidelity Management Trust Company Loomis Sayles Global Allocation n/a | — | — | — | $36K | <0.1% | |
| Fidelity Management Trust Company MFS Moderate Allocation n/a | — | — | — | $13K | <0.1% |