Anthony Warren signed Apex Industrial Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Industrial Technologies LLC's EIN is 20-8074792.
Download the official 2024 Form 5500 (PDF) for Apex Industrial Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Industrial Technologies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | WESTWOOD, MA | RECORDKEEPING | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXECAP INVESTMENTS | — | — | INVESTMENT | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual Fund, 14,556 units | Common Collective Trusts | — | $1.9M | $3.0M | 26.4% | |
| The Hartford Equity Income R6 Mutual Fund, 63,538 units | Other securities | — | $1.3M | $1.3M | 11.4% | |
| MFS Mass Investor Grw Stock R6 Mutual Fund, 21,700 units | Mutual Funds | — | $824K | $960K | 8.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund, 21,636 units | Common Collective Trusts | — | $570K | $731K | 6.5% | |
| Hartford Small Cap Grwth R6 Mutual Fund, 14,703 units | Other securities | — | $779K | $714K | 6.3% | |
| Hartford MidCap Fd CI R6 Mutual Fund, 12,362 units | Other securities | — | $452K | $432K | 3.8% | |
| State Street Tar Ret 2050 Fd K Mutual Fund, 26,895 units | Other securities | — | $364K | $404K | 3.6% | |
| Fidelity Sm Cap Index Fund Mutual Fund, 14,298 units | Common Collective Trusts | — | $335K | $396K | 3.5% | |
| American New Perspective R6 Mutual Fund, 5,969 units | Other securities | — | $308K | $371K | 3.3% | |
| State Street Tar Ret 2040 Fd K Mutual Fund, 23,786 units | Other securities | — | $317K | $340K | 3.0% | |
| State Street Tar Ret 2055 Fd K Mutual Fund, 18,518 units | Other securities | — | $257K | $286K | 2.5% | |
| The Hartford Bal Inc Fd R6 Mutual Fund, 18,851 units | Common Stocks | — | $276K | $271K | 2.4% | |
| State Street Tar Ret 2030 Fd K Mutual Fund, 20,893 units | Other securities | — | $266K | $271K | 2.4% | |
| Goldman Sachs Em Market Admin Mutual Fund, 8,963 units | Other securities | — | $206K | $207K | 1.8% | |
| American EuroPacific Growth R6 Mutual Fund, 3,749 units | Other securities | — | $206K | $201K | 1.8% | |
| State Street Tar Ret 2060 Fd K Mutual Fund, 12,414 units | Other securities | — | $185K | $195K | 1.7% | |
| thirty year term, collateralized by participant vested balance - | Other securities | — | — | $160K | 1.4% | |
| State Street Tar Ret 2035 Fd K Mutual Fund, 9,918 units | Other securities | — | $130K | $137K | 1.2% | |
| MFS Total Return Bond Fund R6 Mutual Fund, 14,548 units | Mutual Funds | — | $149K | $137K | 1.2% | |
| State Street Tar Ret 2045 Fd K Mutual Fund, 8,130 units | Other securities | — | $112K | $121K | 1.1% | |
| State Street Tar Ret 2025 Fd K Mutual Fund, 9,956 units | Other securities | — | $121K | $119K | 1.1% | |
| METLIFE SV SERIES 25053 CI O METLIFE · EIN 75-9522204 / PN 000 | Common Collective Trust | — | $107K | $114K | 1.0% | |
| PGIM High Yield Z Mutual Fund, 21,211 units | Other securities | — | $109K | $101K | 0.9% | |
| Hartford Multi-Asset Inc Grw Mutual Fund, 4,491 units | Common Stocks | — | $94K | $87K | 0.8% | |
| Fidelity International Index P Mutual Fund, 1,650 units | Mutual Funds | — | $77K | $78K | 0.7% | |
| State Street Tar Ret 2020 Fd K Mutual Fund, 6,195 units | Other securities | — | $67K | $66K | 0.6% | |
| State Street Tar Ret Fd K Mutual Fund, 3,367 units | Other securities | — | $38K | $36K | 0.3% | |
| T Rowe Price Sht Term Bd I Mutual Fund, 6,370 units | Mutual Funds | — | $29K | $29K | 0.3% | |
| Lord Abbett Income Fund R6 Mutual Fund, 8,600 units | Mutual Funds | — | $23K | $21K | 0.2% | |
| PGIM Global Tot Ret R6 Mutual Fund, 2,845 units | Other securities | — | $17K | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
