Mark Kitzenberg signed Apex Parks Group LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Parks Group LLC's EIN is 32-0435579.
Download the official 2023 Form 5500 (PDF) for Apex Parks Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Apex Parks Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ClearBridge Large Cap Growth Mutual Fund | Other securities | — | — | $178K | 15.0% | |
| iShares S&P 500 Mutual Fund | Common Collective Trusts | — | — | $178K | 14.9% | |
| MFS Value Mutual Fund | Mutual Funds | — | — | $176K | 14.8% | |
| WELLS FARGO STABLE RETURN FUND C WELLS FARGO · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $117K | 9.8% | |
| iShares MSCI EAFE International Mutual Fund | Other securities | — | — | $112K | 9.4% | |
| iShare U.S. Aggregate Bond Mutual Fund | Other securities | — | — | $102K | 8.6% | |
| Pioneer Bond Mutual Fund | Other securities | — | — | $93K | 7.8% | |
| American Century Infl Adj Bond Mutual Fund | Other securities | — | — | $92K | 7.7% | |
| Janus Henderson Triton Mutual Fund | Mutual Funds | — | — | $30K | 2.5% | |
| Transamerica Stable Value Core Account Guaranteed Investment Contract | Stable Value | — | — | $30K | 2.5% | |
| Nuveen Real Estate Securities Mutual Fund | Mutual Funds | — | — | $28K | 2.4% | |
| iShares Russell Mid Cap Mutual Fund | Other securities | — | — | $27K | 2.3% | |
| Wells Fargo SpecialSmall Cap Value Mutual Fund | Other securities | — | — | $27K | 2.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
