Aplix, Inc.'s EIN is 13-2967101.
Download the official 2024 Form 5500 (PDF) for Aplix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aplix, Inc.'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 |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL SECURITIES CORPOR | 35-0472300 | FORT WAYNE, IN | OTHER SERVICES | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-4317381 | CHICAGO, IL | INVESTMENT ADVISORY | $194 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index | Mutual Funds | — | — | $4.5M | 16.5% | |
| Yourpath 2030 Moderate | Other securities | — | — | $4.0M | 14.6% | |
| Yourpath 2025 Moderate | Other securities | — | — | $3.8M | 13.8% | |
| Yourpath 2035 Moderate | Other securities | — | — | $3.0M | 11.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $2.8M | 10.3% | |
| Yourpath 2040 Moderate | Other securities | — | — | $1.3M | 4.7% | |
| Yourpath 2045 Moderate | Other securities | — | — | $920K | 3.4% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $831K | 3.1% | |
| Yourpath 2010 Moderate | Other securities | — | — | $805K | 3.0% | |
| * Lincoln Stable Value Account, at contract value | Guaranteed Income / GIC | — | — | $551K | 2.0% | |
| Yourpath 2020 Moderate | Other securities | — | — | $537K | 2.0% | |
| Vanguard Value Index | Mutual Funds | — | — | $528K | 1.9% | |
| Nuveen Large Cap Resonsible Equity | Mutual Funds | — | — | $524K | 1.9% | |
| Vanguard Small Cap Growth | Mutual Funds | — | — | $520K | 1.9% | |
| to 9.50%, maturing through October 2029 | Bonds / Notes | — | — | $424K | 1.6% | |
| Yourpath 2050 Moderate | Other securities | — | — | $413K | 1.5% | |
| Yourpath 2055 Moderate | Other securities | — | — | $269K | 1.0% | |
| Vanguard Ultra Short Term Bond | Mutual Funds | — | — | $207K | 0.8% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $186K | 0.7% | |
| Baird Core Plus Bond Class Institutional | Other securities | — | — | $163K | 0.6% | |
| Vanguard Lifestrategy Growth Investor | Mutual Funds | — | — | $161K | 0.6% | |
| Yourpath 2025 Conservative | Other securities | — | — | $154K | 0.6% | |
| Yourpath 2065 Moderate | Other securities | — | — | $120K | 0.4% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $116K | 0.4% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $109K | 0.4% | |
| Yourpath 2060 Moderate | Other securities | — | — | $103K | 0.4% | |
| Vanguard Lifestrategy Income | Mutual Funds | — | — | $55K | 0.2% | |
| Vanguard Lifestrategy Conservative Growth | Mutual Funds | — | — | $38K | 0.1% | |
| Vanguard Lifestrategy Moderate Growth | Mutual Funds | — | — | $23K | <0.1% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $18K | <0.1% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $17K | <0.1% | |
| Hartford Schroders International Stock Class SDR | Other securities | — | — | $16K | <0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $14K | <0.1% | |
| Yourpath 2035 Aggressive | Other securities | — | — | $5K | <0.1% | |
| Yourpath 2030 Aggressive | Other securities | — | — | $5K | <0.1% | |
| Yourpath 2045 Conservative | Other securities | — | — | $4K | <0.1% | |
| Yourpath 2050 Conservative | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3G RETIRMEENT SERVICES, LLC | 27-4433997 | COLUMBIA, SC | TPA | $19K | — |
