How big is API Financial Management, Inc.'s plan?

API Financial Management, Inc.'s plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260424125553NAL0009112048001

API Financial Management, Inc.

Name: API Financial Management, Inc. — API Financial, Form 5500 (2025)
Creator: API Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

API Financial Management, Inc. 401(k) Plan

401(k) retirement plan · API Financial Management, Inc.'s API Financial Management, Inc. 401(k) Plan held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Manuel Franco signed API Financial Management, Inc.'s 2025 Form 5500 as plan administrator.

Manuel Franco — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

API Financial Management, Inc.'s EIN is 26-4141987.

EIN 26-4141987

Plan number 001

Plan year 2025

ACK ID 20260424125553NAL0009112048001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for API Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

API Financial Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

API FINANCIAL MANAGEMENT, INC.

EIN

all filings

Address

2040 HWY A1A, STE 207 · INDIAN HARBOUR BEACH, FL · 32937

Phone

(321) 610-4835

Industry

Finance & Insurance

Plan administrator