How big is Apex Securities & Asset Management's plan?

Apex Securities & Asset Management's plan reported $417K in assets and 3 participants for 2024.

Original filing (PDF)20250531192548NAL0005908531001

Apex Securities & Asset Management

Name: Apex Securities & Asset Management — Apex Securities, Form 5500 (2024)
Creator: Apex Securities & Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Securities 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Apex Securities & Asset Management's Apex Securities 401(k) Profit Sharing Plan & Trust held $417K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

People on this filing

DAVE Roche signed Apex Securities & Asset Management's 2024 Form 5500 as plan administrator.

DAVE Roche — 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

Apex Securities & Asset Management's EIN is 27-0224091.

EIN 27-0224091

Plan number 001

Plan year 2024

ACK ID 20250531192548NAL0005908531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Securities & Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Securities & Asset Management'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 APEX SECURITIES & ASSET MANAGEMENT.

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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