Back to filter
Original filing (PDF)20250825154853NAL0003960627001
APT MAINTENANCE, INC.
Form 5500-SF
FILING_RECEIVED
APT MAINTENANCE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APT MAINTENANCE, INC..
Plan sponsor
Name
APT MAINTENANCE, INC.
EIN
27-3895876
Address
4844 TELEGRAPH AVENUE, SUITE 250 · OAKLAND, CA · 94609
Phone
(510) 747-9713
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
WINDHAM REGIONAL COMMUNITY COUNCIL INC.
WINDHAM REGIONAL COMMUNITY COUNCIL 403B PLAN
$1.1M · 37 participants
HACIENDA COMMUNITY DEVELOPMENT CORPORATION
HACIENDA CDC RETIREMENT PLAN
$1.1M · 51 participants
HEARTLY HOUSE, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEARTLY HOUSE, INC.
$1.1M · 39 participants
DEBORAH'S PLACE
DEBORAH'S PLACE 401(K) PLAN
$1.1M · 87 participants
DISTRICT XI HUMAN RESOURCE COUNCIL
DISTRICT XI HUMAN RESOURCE COUNCIL VEBA
$1.1M · 29 participants
WOMENS TRANSITIONAL LIVING CENTER, INC. DBA RADIANT FUTURES
403(B) THRIFT PLAN OF WOMEN S TRANSITIONAL LIVING CENTER, INC.
$1.1M · 46 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B