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Original filing (PDF)20250731135555NAL0002626259001
APACHE INDUSTRIAL SERVICES, INC
Form 5500
FILING_RECEIVED
APACHE INDUSTRIAL SERVICES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~311 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,121
Accounts w/ balance
4,658
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 311 bps in Schedule C fees — 971% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APACHE INDUSTRIAL SERVICES, INC.
Plan sponsor
Name
APACHE INDUSTRIAL SERVICES, INC
EIN
27-0626868
Address
250 ASSAY STREET · SUITE 500 · HOUSTON, TX · 77044
Phone
(713) 450-9307
Industry
Manufacturingsee all
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $843K | — |
| NORTHWESTERN MUTUAL | 52-2114207 | — | NONE | $39K | — |
| MATRIX TRUST COMPANY | 76-3182674 | — | NONE | $0 | — |
Investments
28 direct securities · 20 pooled funds· $27.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$22.2M
20 holdings
Uncategorized
$5.7M
28 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENTTRACK CONSERV 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4139836 / PN 613 | Common Collective Trust | — | — | $6.2M | 21.9% | |
| RETIREMENTTRACK CONSERV 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4139837 / PN 614 | Common Collective Trust | — | — | $5.5M | 19.3% | |
| RETIREMENTTRACK CONSERV 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4139835 / PN 612 | Common Collective Trust | — | — | $4.9M | 17.3% | |
| RETIREMENTTRACK CONSERV RET FUND WILMINGTON TRUST, N.A. · EIN 38-4139833 / PN 610 | Common Collective Trust | — | — | $3.1M | 11.0% | |
| RETIREMENTTRACK CONSERV 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7275346 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.3% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.6M | 5.8% | |
| 5.25% - 10.50% - | — | — | — | $1.0M | 3.7% | |
| participant loan Contributions Pending Corrected Under repayments are Contributions Corrected Correction VFCP and PTE included: Not Corrected Outside VFCP in VFCP 2002-51 X | — | — | $196K | $508K | 1.8% | |
| Nuveen Large Cap Gr Idx R6 Mutual fund | — | — | — | $453K | 1.6% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $381K | 1.3% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $280K | 1.0% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $188K | 0.7% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $180K | 0.6% | |
| PIMCO Glbl Bond Opp Fd INST Mutual fund ** 678 Vanguard Balanced Index Adm Mutual fund | — | — | — | $141K | 0.5% | |
| Vanguard Explorer Adm Mutual fund | — | — | — | $123K | 0.4% | |
| Vanguard Dividend Growth Inv Mutual fund | — | — | — | $117K | 0.4% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST TRUST · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $109K | 0.4% | |
| RETIREMENTTRACK AGG 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4139826 / PN 603 | Common Collective Trust | — | — | $91K | 0.3% | |
| Vanguard International Growth Adm Mutual fund | — | — | — | $81K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund | — | — | — | $74K | 0.3% | |
| RETIREMENTTRACK AGG 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4139827 / PN 604 | Common Collective Trust | — | — | $73K | 0.3% | |
| Voya Fixed Account Fixed annuity contract | — | — | — | $67K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $50K | 0.2% | |
| DFA US Targeted VI Portfolio Mutual fund | — | — | — | $48K | 0.2% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $46K | 0.2% | |
| RETIREMENTTRACK MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4139832 / PN 609 | Common Collective Trust | — | — | $42K | 0.1% | |
| Goldman Sachs FS Government Mutual fund ** 600 Janus Henderson Enterprise N Mutual fund | — | — | — | $42K | 0.1% | |
| RETIREMENTTRACK AGG 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4139825 / PN 602 | Common Collective Trust | — | — | $41K | 0.1% | |
| DFA Real Estate Securities Portfolio Mutual fund | — | — | — | $40K | 0.1% | |
| First Eagle Overseas Fund Mutual fund | — | — | — | $36K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund | — | — | — | $35K | 0.1% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $33K | 0.1% | |
| RETIREMENTTRACK MODERATE RET FUND WILMINGTON TRUST, N.A. · EIN 38-4139828 / PN 605 | Common Collective Trust | — | — | $30K | 0.1% | |
| Vanguard LifeStrategy Growth Inv Mutual fund | — | — | — | $15K | <0.1% | |
| Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value Allspring Core Plus Bond Fund Mutual fund | — | — | — | $14K | <0.1% | |
| American Funds High Income Trust Mutual fund | — | — | — | $12K | <0.1% | |
| Vanguard Inflation-Protected Secs Adm Mutual fund | — | — | — | $9K | <0.1% | |
| RETIREMENTTRACK AGG 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7275344 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Jpm Global Bond Opport-R6 Mutual fund | — | — | — | $7K | <0.1% | |
| RETIREMENTTRACK MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7275345 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Mutual fund | — | — | — | $4K | <0.1% | |
| RETIREMENTTRACK MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4139830 / PN 607 | Common Collective Trust | — | — | $3K | <0.1% | |
| RETIREMENTTRACK MOD 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4139831 / PN 608 | Common Collective Trust | — | — | $23 | <0.1% | |
| RETIREMENTTRACK CONSERV 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4139834 / PN 611 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK AGG RET FUND WILMINGTON TRUST, N.A. · EIN 38-4139823 / PN 600 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK AGG 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4139824 / PN 601 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK CONSERV 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4139834 / PN 611 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK MOD 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4139829 / PN 606 | Common Collective Trust | — | — | $0 | <0.1% |