How big is Apex Brokerage Group LLC's plan?

Apex Brokerage Group LLC's plan reported $58K in assets and 12 participants for 2024.

Original filing (PDF)20250428095737NAL0012169121001

Apex Brokerage Group LLC

Name: Apex Brokerage Group LLC — Apex Brokerage Group LLC, Form 5500 (2024)
Creator: Apex Brokerage Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Brokerage Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Apex Brokerage Group LLC's Apex Brokerage Group LLC 401(k) Profit Sharing Plan & Trust held $58K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

People on this filing

Edward Rojas signed Apex Brokerage Group LLC's 2024 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

Apex Brokerage Group LLC's EIN is 27-0294383.

EIN 27-0294383

Plan number 001

Plan year 2024

ACK ID 20250428095737NAL0012169121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Brokerage Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Brokerage 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 APEX BROKERAGE GROUP LLC.

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Plan health score

Above-average plan

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