Matthew Kizak 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)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EB DV STOCK INDEX FUND MELLON BANK NA · EIN 25-6078093 / PN 010 | Common Collective Trust | — | $1.2M | $5.5M | 37.2% | |
| EB LONG TERM CREDIT BOND INDEX MELLON BANK NA · EIN 25-6078093 / PN 062 | Common Collective Trust | — | $1.5M | $1.9M | 12.7% | |
| EB DV MID CAP STOCK INDEX FUND MELLON BANK NA · EIN 25-6078093 / PN 124 | Common Collective Trust | — | $488K | $1.6M | 10.5% | |
| EB INTERMEDIATE CREDIT BOND INDEX MELLON BANK NA · EIN 25-6078093 / PN 060 | Common Collective Trust | — | $1.2M | $1.5M | 10.0% | |
| EB DV INTERNATIONAL STOCK INDEX MELLON BANK NA · EIN 25-6078093 / PN 034 | Common Collective Trust | — | $803K | $1.5M | 9.8% | |
| EB DV SMALL CAP STOCK INDEX FUND MELLON BANK NA · EIN 25-6078093 / PN 009 | Common Collective Trust | — | $330K | $843K | 5.7% | |
| EB DV NSL 1-3 YR GVT/CR BOND INDEX MELLON BANK NA · EIN 25-6078093 / PN 242 | Common Collective Trust | — | $661K | $753K | 5.1% | |
| EB INTERMEDIATE GOVT BOND INDEX MELLON BANK NA · EIN 25-6078093 / PN 061 | Common Collective Trust | — | $669K | $746K | 5.0% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | — | $285K | $285K | 1.9% | |
| EB DV LONG BOND INDEX FUND MELLON BANK NA · EIN 25-6078093 / PN 006 | Common Collective Trust | — | $280K | $280K | 1.9% | |
| Temporary Cash Investment * BNY Mellon EB Temporary Investment Fund | Cash / Money Market | — | $49K | $49K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
