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Original filing (PDF)20251015113315NAL0005947968001
API INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ALUF PLASTICS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
315
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for API INDUSTRIES, INC..
Plan sponsor
Name
API INDUSTRIES, INC.
EIN
22-2170598
Address
2 GLENSHAW STREET · ORANGEBURG, NY · 10962
Phone
(845) 365-2200
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | RECORDKEEPER | $23K | — |
Investments
27 direct securities · 1 pooled fund· $11.2M(100% of reported assets)
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.
Uncategorized
$10.7M
27 holdings
Common Collective Trust
$504K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral (1) | — | — | — | $2.4M | 21.8% | |
| Principal Blue Chip R6 (1) | — | — | — | $1.5M | 13.7% | |
| Vanguard Small Cap Index Adm (1) | — | — | — | $703K | 6.3% | |
| Delaware Funds Delaware Diversified Income R6 (1) | — | — | — | $681K | 6.1% | |
| MFS MFS® Mid Cap Value Fd CL R6 (1) | — | — | — | $614K | 5.5% | |
| American Funds American Funds 2030 Trgt Date Retire R6 (1) | — | — | — | $570K | 5.1% | |
| American Funds American Funds 2040 Trgt Date Retire R6 (1) | — | — | — | $559K | 5.0% | |
| MORLEY STABLE VALUE 75 PRINCIPAL INVESTORS TRUST COMAPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $504K | 4.5% | |
| American Funds American Funds 2050 Trgt Date Retire R6 (1) | — | — | — | $449K | 4.0% | |
| American Funds American Funds 2020 Trgt Date Retire R6 (1) | — | — | — | $368K | 3.3% | |
| maturing through December 2028 | — | — | — | $298K | 2.7% | |
| Vanguard Equity Inc FD Admiral SHS (1) | — | — | — | $278K | 2.5% | |
| PIMCO Real Return Instl (1) | — | — | — | $249K | 2.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 (1) | — | — | — | $247K | 2.2% | |
| American Funds American Funds 2060 Trgt Date Retire R6 (1) | — | — | — | $239K | 2.1% | |
| Cohen & Steers Global Realty Cohen & Steers Global Realty Z (1) | — | — | — | $196K | 1.8% | |
| Vanguard Interm Term BD Index ADM (1) | — | — | — | $182K | 1.6% | |
| American Funds American Funds Capital World Gr&Inc R6 (1) | — | — | — | $177K | 1.6% | |
| Cash and Cash Equivalents * Charles Schwab Cash (1) 2 Mutual Funds American Funds American Fund Euro Europacific Growth R6 (1) | — | — | — | $158K | 1.4% | |
| Fidelity Emerging Markets Fund (1) | — | — | — | $136K | 1.2% | |
| American Funds American Funds 2045 Trgt Date Retire R6 (1) | — | — | — | $132K | 1.2% | |
| American Funds American Funds 2065 Trgt Date Retire R6 (1) | — | — | — | $112K | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral (1) | — | — | — | $100K | 0.9% | |
| American Funds American Funds 2035 Trgt Date Retire R6 (1) | — | — | — | $84K | 0.7% | |
| American Funds American Funds 2025 Trgt Date Retire R6 (1) | — | — | — | $75K | 0.7% | |
| American Funds American Funds 2055 Trgt Date Retire R6 (1) | — | — | — | $51K | 0.5% | |
| Vanguard Total Intl Stock Index Admiral (1) | — | — | — | $37K | 0.3% | |
| Money Market Fund * Charles Schwab Government Money Fund Investor Shares (1) | — | — | — | $2K | <0.1% |
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