Dan Clarry signed Apotex Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apotex Corp.'s EIN is 13-3661214.
Download the official 2024 Form 5500 (PDF) for Apotex Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apotex Corp.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GRO | 58-1989031 | — | INVESTMENT ADVISOR | $17K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom K 2035 | Mutual Funds | — | — | $6.9M | 17.3% | |
| Fidelity Freedom K 2040 | Mutual Funds | — | — | $5.1M | 12.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.1M | 10.3% | |
| Fidelity Freedom K 2030 | Mutual Funds | — | — | $3.1M | 7.8% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $3.0M | 7.5% | |
| Fidelity Freedom K 2045 | Mutual Funds | — | — | $2.5M | 6.3% | |
| Fidelity Freedom K 2025 | Mutual Funds | — | — | $2.0M | 5.1% | |
| Fidelity Freedom K 2050 | Mutual Funds | — | — | $1.6M | 4.1% | |
| Massachusetts Investors MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $1.3M | 3.4% | |
| Trust JP Morgan JP Morgan US Equity Fund | Other securities | — | — | $1.3M | 3.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.1M | 2.8% | |
| Columbia Dividend Income Fund | Other securities | — | — | $837K | 2.1% | |
| Fidelity Freedom K 2055 | Mutual Funds | — | — | $803K | 2.0% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $711K | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $707K | 1.8% | |
| Fidelity Freedom K 2015 | Mutual Funds | — | — | $666K | 1.7% | |
| Fidelity Global Exports US Index | Mutual Funds | — | — | $567K | 1.4% | |
| Fidelity Freedom K 2010 | Mutual Funds | — | — | $567K | 1.4% | |
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | — | $559K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $559K | 1.4% | |
| Invesco Discovery R6 Fund | Mutual Funds | — | — | $463K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $443K | 1.1% | |
| Fidelity Freedom K 2020 | Mutual Funds | — | — | $347K | 0.9% | |
| Fund * Fidelity Freedom Index Income Fund ** 580 Institutional Premium Class * Notes Receivable from Interest rates ranging from 4.25%-9.50%; $-- | Mutual Funds | — | — | $294K | 0.7% | |
| Capital Group American Funds New World Fund | Mutual Funds | — | — | $182K | 0.5% | |
| Victory Sycamore Established Value | Other securities | — | — | $156K | 0.4% | |
| Fidelity Freedom K 2060 | Mutual Funds | — | — | $126K | 0.3% | |
| Allspring Global Allspring Special Small Cap Value R6 | Other securities | — | — | $96K | 0.2% | |
| Investments Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $72K | 0.2% | |
| Fidelity Freedom K 2065 | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity International Cap Appreciation | Mutual Funds | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
