How big is Apex Leaders, LLC's plan?

Apex Leaders, LLC's plan reported $4.9M in assets and 36 participants for 2025.

Original filing (PDF)20260428132322NAL0021604546001

Apex Leaders, LLC

Name: Apex Leaders, LLC — Apex Leaders 401(k) Plan, Form 5500 (2025)
Creator: Apex Leaders, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Leaders 401(k) Plan

401(k) retirement plan · Apex Leaders, LLC's Apex Leaders 401(k) Plan held $4.9M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Ross David Pennington signed Apex Leaders, LLC's 2025 Form 5500 as plan administrator.

Ross David Pennington — 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 Leaders, LLC's EIN is 27-0351583.

EIN 27-0351583

Plan number 001

Plan year 2025

ACK ID 20260428132322NAL0021604546001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Apex Leaders, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LEADERS, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

APEX LEADERS, LLC

EIN

all filings

Address

999 W MAIN ST · SUITE 202 · BOISE, ID · 83702

Phone

(208) 900-2737

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator