Monica Harrison signed Aptive Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aptive Resources, LLC's EIN is 26-3600633.
Download the official 2024 Form 5500 (PDF) for Aptive Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aptive Resources, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | 46-4255096 | — | INVESTMENT/FINANCIAL ADVI | $55K | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
