How big is APS Pension & Financial Services, Inc.'s plan?

APS Pension & Financial Services, Inc.'s plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20250804122910NAL0000736515001

APS Pension & Financial Services, Inc.

Name: APS Pension & Financial Services, Inc. — Form 5500 Plan 001 (2024)
Creator: APS Pension & Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APS Pension & Financial Services Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · APS Pension & Financial Services, Inc.'s APS Pension & Financial Services Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

APS Pension & Financial Services, Inc.'s EIN is 11-2588222.

EIN 11-2588222

Plan number 001

Plan year 2024

ACK ID 20250804122910NAL0000736515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for APS Pension & Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

APS Pension & Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

APS PENSION & FINANCIAL SERVICES, INC.

EIN

all filings

Address

1 HUNTINGTON QUADRANGLE · SUITE 3N03 · MELVILLE, NY · 11747

Phone

(516) 228-8444

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator