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Original filing (PDF)20251002125600NAL0000827264001

FORT SILL APACHE INDUSTRIES, LLC

Form 5500
FILING_RECEIVED
FORT SILL APACHE INDUSTRIES, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
116
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORT SILL APACHE INDUSTRIES, LLC.
Plan sponsor
Name
FORT SILL APACHE INDUSTRIES, LLC
EIN
27-2147987
Address
320 GOLD AVE. SW SUITE 806 · ALBUQUERQUE, NM · 87102
Phone
(505) 980-7852
Industry
Admin Support & Waste Mgmtsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
SLAVIC INTEGRATED ADMINISTRATION65-0608221TPA$16K

Investments

29 direct securities· $2.9M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Target Retirement 2030 Mutual Fund$431K15.1%
Vanguard Target Retirement 2035 Mutual Fund$319K11.2%
Vanguard Federal Money Market Fund Mutual Fund$256K9.0%
Vanguard Target Retirement 2025 Mutual Fund$250K8.7%
Fidelity 500 Index Mutual Fund$229K8.0%
Vanguard Target Retirement 2045 Mutual Fund$204K7.2%
Vanguard Target Retirement 2050 Mutual Fund$179K6.3%
Fidelity US Bond Index Mutual Fund$161K5.6%
Vanguard Total Stock Market Index Adm Mutual Fund$145K5.1%
Vanguard Target Retirement 2040 Mutual Fund$119K4.2%
Fidelity Contrafund Mutual Fund$107K3.8%
American Funds Investment Co of America Mutual Fund$107K3.7%
Vanguard Target Retirement Income Mutual Fund$76K2.7%
Vanguard Real Estate Index Admiral Mutual Fund 19 Vanguard Short-Term Inf Prot Index Adm Mutual Fund 244 Vanguard Small Cap Index Admiral Mutual Fund 58 Vanguard Target Retirement 2020 Mutual Fund$73K2.6%
Vanguard Target Retirement 2055 Mutual Fund$37K1.3%
iShares MSCI EAFE International Index K Mutual Fund$36K1.3%
Vanguard Target Retirement 2060 Mutual Fund$28K1.0%
Hartford World Bond CL Y Mutual Fund 939 Invesco Diversified Dividend R5 Mutual Fund$21K0.7%
Notes receivable from participants Ranging from 4 to 5 year maturities, with interest rates ranging from 5.75% to 9.5%.$21K0.7%
Mondrian International Equity Mutual Fund$9K0.3%
Vanguard Target Retirement 2065 Mutual Fund$9K0.3%
PGIM High Yield R6 Mutual Fund$9K0.3%
Vanguard Mid Cap Index Admiral Mutual Fund$7K0.3%
Vanguard Intermediate-Term Bond Index Ad Mutual Fund$7K0.2%
Vanguard Consumer Staples Index Mutual Fund$4K0.1%
Dodge & Cox Income Mutual Fund$3K<0.1%
Vanguard Mid Cap Growth Mutual Fund$2K<0.1%
Vanguard Target Retirement 2070 Mutual Fund$2K<0.1%
Vanguard Developed Market Index Adm Mutual Fund 498 Vanguard Explorer Adm Mutual Fund$1K<0.1%

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