ANN Roseberry signed APS Technology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
APS Technology, LLC's EIN is 06-1387102.
Download the official 2024 Form 5500 (PDF) for APS Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)APS Technology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Balanced Fund Class A | Other securities | — | — | $4.7M | 24.2% | |
| Standard Stable Value III | Stable Value | — | — | $3.3M | 17.3% | |
| Victory Pioneer Fund Class A | Other securities | — | — | $2.1M | 11.0% | |
| AB Large Cap Growth Fund Class A | Other securities | — | — | $1.8M | 9.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 8.7% | |
| Fidelity Adv Global Eq Income | Mutual Funds | — | — | $746K | 3.9% | |
| Fidelity Adv Freedom 2030 A | Mutual Funds | — | — | $672K | 3.5% | |
| Fidelity Advisor Value Strategies Fund Class A | Mutual Funds | — | — | $444K | 2.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $435K | 2.3% | |
| Fidelity Adv Freedom 2040 A | Mutual Funds | — | — | $429K | 2.2% | |
| Franklin High Income Fund A | Mutual Funds | — | — | $375K | 2.0% | |
| Macquarie Mid Cap Growth Fund Class A | Other securities | — | — | $366K | 1.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $364K | 1.9% | |
| Invesco Core Plus Bond Fund Class A | Mutual Funds | — | — | $311K | 1.6% | |
| Fidelity Adv Freedom 2025 A | Mutual Funds | — | — | $249K | 1.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $201K | 1.0% | |
| Fidelity Adv Freedom 2035 A | Mutual Funds | — | — | $196K | 1.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $188K | 1.0% | |
| Participant loans | Participant loans | — | — | $175K | 0.9% | |
| Goldman Sachs Emerging Markets Equity Fund Class A | Other securities | — | — | $171K | 0.9% | |
| Fidelity Adv Freedom 2050 A | Mutual Funds | — | — | $63K | 0.3% | |
| Fidelity Adv Freedom 2045 A | Mutual Funds | — | — | $58K | 0.3% | |
| MFS International Diversification Fund Class R3 | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity Advisor Freedom Inc A | Mutual Funds | — | — | $34K | 0.2% | |
| Columbia Select Large Cap Value Fund Class A | Other securities | — | — | $28K | 0.1% | |
| Fidelity Adv Freedom 2060 A | Mutual Funds | — | — | $22K | 0.1% | |
| Fidelity Advisor Freedom 2065 | Mutual Funds | — | — | $21K | 0.1% | |
| Victory Pioneer US Gov MM Fund | Other securities | — | — | $21K | 0.1% | |
| Fidelity Adv Freedom 2055 A | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $9K | <0.1% | |
| Lord Abbett Bond-Debenture Fund Class R3 | U.S. Treasuries | — | — | $7 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
