Original filing (PDF)20240429121311NAL0026787440001

AMERICAN PORTFOLIOS HOLDINGS, IN

Name: AMERICAN PORTFOLIOS HOLDINGS, IN — AMERICAN PORTFOLIOS HOLDINGS,, Form 5500 (2023)
Creator: AMERICAN PORTFOLIOS HOLDINGS, IN

Form 5500

FILING_RECEIVED

AMERICAN PORTFOLIOS HOLDINGS,

401(k) retirement plan

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN PORTFOLIOS HOLDINGS, IN.

Plan sponsor

Name

AMERICAN PORTFOLIOS HOLDINGS, IN

EIN

11-3518385

Address

4250 VETERANS MEMORIAL HIGHWAY · SUITE 420E · HOLBROOK, NY · 11741

Phone

(631) 439-4600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2024-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.

			% of plan
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$0	—

1–1 of 1

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