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Original filing (PDF)20251010155108NAL0007978897001
APEX TOOL GROUP, LLC
Form 5500
FILING_RECEIVED
APEX TOOL GROUP INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
117
Accounts w/ balance
133
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Collective Trust Funds * Fidelity Investments Fidelity MIP II Class 1" is 30% of plan.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APEX TOOL GROUP, LLC.
Plan sponsor
Name
APEX TOOL GROUP, LLC
EIN
27-1996059
Address
910 RIDGEBROOK ROAD · SUITE 200 · SPARKS, MD · 21152
Phone
(410) 773-7800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
21 direct securities · 19 pooled funds· $8.5M(100% 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
$4.5M
19 holdings
Uncategorized
$4.0M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $1.8M | 30.0% | |
| Registered Investment Companies * Fidelity Investments Fidelity Spartan 500 Index Advtg Fund | — | — | — | $779K | 13.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $465K | 7.8% | |
| TRP RET HYB 2015 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $465K | 7.8% | |
| PIMCO Total Return Fund Inst | — | — | — | $362K | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $350K | 5.9% | |
| TRP RET HYB 2030 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $350K | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $337K | 5.7% | |
| TRP RET HYB 2020 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $337K | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $287K | 4.8% | |
| TRP RET HYB 2025 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $287K | 4.8% | |
| Wellington Trust Wellington Trust International Opportunities Fund | — | — | — | $238K | 4.0% | |
| WT INTL OPPS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 159 | Common Collective Trust | — | — | $238K | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $173K | 2.9% | |
| TRP RET HYB 2050 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $173K | 2.9% | |
| Participant Loans 4.50% to 9.50% | — | — | — | $168K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $167K | 2.8% | |
| TRP RET HYB 2035 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $167K | 2.8% | |
| Harbor Mutual Funds Harbor Capital Appreciation CIT Class R Fund | — | — | — | $150K | 2.5% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $150K | 2.5% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $148K | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $114K | 1.9% | |
| TRP RET HYB 2055 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $114K | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $90K | 1.5% | |
| TRP RET HYB 2045 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $90K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $76K | 1.3% | |
| TRP RET HYB 2040 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $76K | 1.3% | |
| Fidelity Investments Fidelity Global ex US Index Fund Premium Class | — | — | — | $67K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $57K | 1.0% | |
| TRP RET HYB 2060 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $57K | 1.0% | |
| T. Rowe Price T. Rowe Price Instl Large Cap Value | — | — | — | $52K | 0.9% | |
| Fidelity Investments Fidelity Extended Market Index Fund Premium Class | — | — | — | $40K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $25K | 0.4% | |
| TRP RET HYB 2065 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $25K | 0.4% | |
| PIMCO Diversified Real Asset | — | — | — | $12K | 0.2% | |
| PIMCO DIVRSD RL AST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $12K | 0.2% | |
| SEI Trust iShares Core US Aggregate Bond ETF | — | — | — | $4K | <0.1% | |
| TRP RET HYB 2010 T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $18 | <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% |
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