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Original filing (PDF)20251008053311NAL0009195472001
APTIVE RESOURCES, LLC
Form 5500
FILING_RECEIVED
APTIVE RESOURCES 401(K)
401(k) retirement plan
Active participants
493
Accounts w/ balance
548
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTIVE RESOURCES, LLC.
Plan sponsor
Name
APTIVE RESOURCES, LLC
EIN
26-3600633
Address
110 N ROYAL ST · SUITE 400 · ALEXANDRIA, VA · 22314
Phone
(240) 426-7063
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | 46-4255096 | — | INVESTMENT/FINANCIAL ADVI | $55K | — |
Investments
28 direct securities · 1 pooled fund· $21.4M(97% 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.
Registered Investment Companies
$21.4M
28 holdings
Common Collective Trust
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $2.8M | 12.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.7M | 12.1% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $2.1M | 9.6% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $2.0M | 9.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 8.4% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $1.6M | 7.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $1.4M | 6.2% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.3M | 5.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $988K | 4.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $745K | 3.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $624K | 2.8% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $430K | 1.9% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $429K | 1.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $370K | 1.7% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $312K | 1.4% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $285K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $191K | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $180K | 0.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $179K | 0.8% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $168K | 0.8% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $146K | 0.7% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $115K | 0.5% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $96K | 0.4% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $90K | 0.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $89K | 0.4% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $69K | 0.3% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $59K | 0.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $54K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $48K | 0.2% |
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