How big is Apogean Group LLC's plan?

Apogean Group LLC's plan reported $523K in assets and 10 participants for 2025.

Original filing (PDF)20260421134646NAL0005693874001

Apogean Group LLC

Name: Apogean Group LLC — Apogean Group LLC 401(k) Profit, Form 5500 (2025)
Creator: Apogean Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apogean Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Apogean Group LLC's Apogean Group LLC 401(k) Profit Sharing Plan & Trust held $523K in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

People on this filing

Edward Rojas signed Apogean Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Apogean Group LLC's EIN is 26-4315192.

EIN 26-4315192

Plan number 001

Plan year 2025

ACK ID 20260421134646NAL0005693874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Apogean Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Apogean Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APOGEAN GROUP LLC.

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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

Knocking points off