Original filing (PDF)20250728130642NAL0002241344001

Apex Clean Energy, Inc.

Name: Apex Clean Energy, Inc. — Apex Clean Energy, Inc., Form 5500 (2024)
Creator: Apex Clean Energy, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Apex Clean Energy, Inc. 401(k) Plan

401(k) retirement plan · Apex Clean Energy, Inc.'s Apex Clean Energy, Inc. 401(k) Plan held $49.0M in plan assets for 431 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

431

Accounts w/ balance

504

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX CLEAN ENERGY, INC..

Plan sponsor

Name

APEX CLEAN ENERGY, INC.

EIN

26-4536778all filings

Address

120 GARRETT STREET · SUITE 700 · CHARLOTTESVILLE, VA · 22902

Phone

(434) 220-7595

Industry

Professional & Technical Services

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

2025-07-28

Pension benefit codes

3F · Sponsor used leased employees

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

33 direct securities· $48.6M(99% of reported assets)

Mutual Funds

$34.1M

18 holdings

Common Collective Trusts

$11.1M

6 holdings

Common Stocks

$3.1M

8 holdings

Bonds / Notes

$305K

1 holding

					% of plan
Fidelity 500 Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$6.5M	13.2%
Fidelity Freedom Index 2050 Fund Registered Investment Company N/A	Mutual Funds	—	—	$6.1M	12.4%
Fidelity Freedom Index 2045 Fund Registered Investment Company N/A	Mutual Funds	—	—	$4.1M	8.5%
Fidelity Freedom Index 2055 Fund Registered Investment Company N/A	Mutual Funds	—	—	$4.0M	8.3%
Fidelity Freedom Index 2040 Fund Registered Investment Company N/A	Mutual Funds	—	—	$3.8M	7.8%
Fidelity Freedom Index 2035 Fund Registered Investment Company N/A	Mutual Funds	—	—	$3.4M	7.0%
Fidelity Freedom Index 2060 Fund Registered Investment Company N/A	Mutual Funds	—	—	$3.2M	6.6%
Fidelity Blue Chip Growth K6 Fund Registered Investment Company N/A	Mutual Funds	—	—	$3.2M	6.6%
Fidelity Small Cap Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$1.3M	2.7%
Fidelity Mid Cap Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$1.3M	2.7%
Fidelity Freedom Index 2025 Fund Registered Investment Company N/A	Mutual Funds	—	—	$1.3M	2.7%
Fidelity U.S. Sustainability Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$1.2M	2.4%
Fidelity Freedom Index 2030 Fund Registered Investment Company N/A	Mutual Funds	—	—	$1.1M	2.2%
Columbia Dividend Income Fund Class I3 Registered Investment Company N/A	Common Stocks	—	—	$906K	1.8%
Fidelity Total Bond K6 Fund Registered Investment Company N/A	Mutual Funds	—	—	$687K	1.4%
Fidelity Global ex US Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$628K	1.3%
Fidelity Government Money Market K6 Fund Money Market Fund N/A	Mutual Funds	—	—	$551K	1.1%
MFS International Diversification Fund Class R6 Registered Investment Company N/A	Mutual Funds	—	—	$496K	1.0%
Janus Henderson Triton Fund Class N Registered Investment Company N/A	Mutual Funds	—	—	$492K	1.0%
VS Emerging Markets R6 Fund Registered Investment Company N/A	Common Stocks	—	—	$477K	1.0%
MFS Mid Cap Growth Fund Class R6 Registered Investment Company N/A	Mutual Funds	—	—	$475K	1.0%
Fidelity Freedom Index 2065 Fund Registered Investment Company N/A	Mutual Funds	—	—	$445K	0.9%
T. Rowe Price Dividend Growth I Fund Registered Investment Company N/A	Common Stocks	—	—	$426K	0.9%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Registered Investment Company N/A	Common Stocks	—	—	$424K	0.9%
Allspring Special Small Cap Value Fund Class R6 Registered Investment Company N/A	Common Stocks	—	—	$314K	0.6%
Participant Loans Interest 4.25% to 9.50%, Mature 1 - 10 years - 0 -	Bonds / Notes	—	—	$305K	0.6%
Fidelity Freedom Index 2020 Fund Registered Investment Company N/A	Mutual Funds	—	—	$243K	0.5%
Virtus Ceredex Mid-Cap Value Equity Fund Class R6 Registered Investment Company N/A	Common Stocks	—	—	$198K	0.4%
Fidelity International Capital Appreciation K6 Fund Registered Investment Company N/A	Mutual Funds	—	—	$198K	0.4%
Fidelity U.S. Bond Index Fund Registered Investment Company N/A	Common Collective Trusts	—	—	$192K	0.4%
Hartford Schroders International Stock Fund Registered Investment Company N/A	Common Stocks	—	—	$169K	0.3%
Goldman Sachs Inflation Protected Securities Fund R6 Registered Investment Company N/A	Common Stocks	—	—	$157K	0.3%
Fidelity Freedom Index Income Fund Registered Investment Company N/A	Mutual Funds	—	—	$132K	0.3%