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Original filing (PDF)20251219161204NAL0006549569001
APHIX, LLC
Form 5500-SF
FILING_RECEIVED
APHIX RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 moNo auditor on file
Active participants
138
Accounts w/ balance
67
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
70
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
56
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 1.1 months past the 10.5-month grace window.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APHIX, LLC.
Plan sponsor
Name
APHIX, LLC
EIN
20-2213135
Address
1030 BURLINGTON LANE · SUITE 1 · FRANKFORT, KY · 40601
Phone
(866) 563-5296
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-19
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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