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Original filing (PDF)20251009154733NAL0006835505001
APEX TOOL GROUP LLC
Form 5500
FILING_RECEIVED
APEX TOOL GROUP, LLC PENSION PLAN FOR APEX BARGAINING UNIT EMPLOYEES IN DAYTON, OH
Defined-benefit pension plan
Signals · 1
37% in single holding
Active participants
103
Accounts w/ balance
—
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Common Collective Trust Funds * BNY Mellon DB SL Stock Index Fund" is 37% of plan.
- 66 bps in Schedule C fees — 128% above peer band of 29 bps.
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
14600 YORK RD · STE A · SPARKS, MD · 21152
Phone
(800) 688-8949
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
046
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $53K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $46K | — |
Investments
1 direct security · 10 pooled funds· $14.9M(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
$14.9M
10 holdings
Uncategorized
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $49K | $49K | 0.3% |
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