Original filing (PDF)20250617084906NAL0001453473001

APEC FAMILY FOUNDATION FUND INC

Name: APEC FAMILY FOUNDATION FUND INC — APEC LEARNING CENTER 401(K), Form 5500 (2024)
Creator: APEC FAMILY FOUNDATION FUND INC

Form 5500-SF

FILING_RECEIVED

APEC LEARNING CENTER 401(K)

401(k) retirement plan

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APEC FAMILY FOUNDATION FUND INC.

Plan sponsor

Name

APEC FAMILY FOUNDATION FUND INC

EIN

20-5053817

Address

1099 CASCADE RD SW · ATLANTA, GA · 30311

Phone

(404) 758-6081

Industry

Educational Servicessee 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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 1% 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.