Carol Mendoza signed Apex Tool Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Tool Group, LLC's EIN is 27-1996059.
Download the official 2024 Form 5500 (PDF) for Apex Tool Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Tool Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $132K | — |
| CALLAN ASSOCIATES INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $64.7M | 23.4% | |
| Collective Trust Funds Harbor Mutual Funds Harbor Capital Appreciation CIT Class R | Common Collective Trusts | — | — | $33.4M | 12.1% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $33.4M | 12.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $23.1M | 8.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | Other securities | — | — | $16.9M | 6.1% | |
| TRP RET HYB 2025 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $16.9M | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | Other securities | — | — | $15.5M | 5.6% | |
| TRP RET HYB 2035 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $15.5M | 5.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $15.3M | 5.5% | |
| TRP RET HYB 2030 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $15.3M | 5.5% | |
| T. Rowe Price T. Rowe Price Instl Large Cap Value Fund | Other securities | — | — | $13.5M | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $12.6M | 4.5% | |
| TRP RET HYB 2040 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $12.6M | 4.5% | |
| PIMCO Total Return Fund Inst | Mutual Funds | — | — | $11.9M | 4.3% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $11.4M | 4.1% | |
| WT INTL OPPS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 159 | Common Collective Trust | — | — | $11.1M | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | Other securities | — | — | $7.8M | 2.8% | |
| TRP RET HYB 2045 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $7.8M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $7.6M | 2.7% | |
| TRP RET HYB 2050 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $7.6M | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | Other securities | — | — | $6.1M | 2.2% | |
| TRP RET HYB 2055 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $6.1M | 2.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5.6M | 2.0% | |
| Fidelity Investments Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $4.9M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Other securities | — | — | $3.9M | 1.4% | |
| TRP RET HYB 2020 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $3.2M | 1.2% | |
| TRP RET HYB 2060 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| Participant Loans 4.00% to 9.50% | Bonds / Notes | — | — | $2.3M | 0.8% | |
| iShares Core US Aggregate Bond ETF Fund | Other securities | — | — | $1.8M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | Other securities | — | — | $837K | 0.3% | |
| TRP RET HYB 2015 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $837K | 0.3% | |
| SEI Trust Company PIMCO Diversified Real Asset | Mutual Funds | — | — | $765K | 0.3% | |
| PIMCO DIVRSD RL AST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $765K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | Other securities | — | — | $520K | 0.2% | |
| TRP RET HYB 2065 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $520K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | Other securities | — | — | $519K | 0.2% | |
| TRP RET HYB 2005 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $519K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 | Other securities | — | — | $448K | 0.2% | |
| TRP RET HYB 2010 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $448K | 0.2% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $25K | <0.1% | |
| ARISTOTLE SMID CP EQ SEI TRUST COMPANY · EIN 81-4315797 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| HARB CAP APPR CIT 1 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-2192581 |
| — |
| CONSULTANT |
| $72K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL LLP | 23-2108173 | — | ACCOUNTANT/AUDITOR | $7K | — |
