Mark Shmagin signed Apolis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apolis' EIN is 33-0799296.
Download the official 2024 Form 5500 (PDF) for Apolis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apolis' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Mutual Funds | — | — | $4.9M | 31.2% | |
| FID FREE INDEX 2040 IP | Mutual Funds | — | — | $2.3M | 14.7% | |
| FID ADV GRWTH OPPS - Z | Mutual Funds | — | — | $1.2M | 7.4% | |
| FID FREE INDX 2055 IP | Mutual Funds | — | — | $674K | 4.3% | |
| FID FREE INDX 2050 IP | Mutual Funds | — | — | $630K | 4.0% | |
| FID FREE INDX 2030 IP | Mutual Funds | — | — | $595K | 3.8% | |
| VANGUARD MID CAP INDEX - ADM | Mutual Funds | — | — | $442K | 2.8% | |
| FID FREE INDX 2045 IP | Mutual Funds | — | — | $380K | 2.4% | |
| FID INTERNATIONAL INDEX | Mutual Funds | — | — | $353K | 2.2% | |
| FID FREE INDX 2060 IP | Mutual Funds | — | — | $313K | 2.0% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Other securities | — | — | $283K | 1.8% | |
| JAN HEND GLOBAL TECH INNOV N | Other securities | — | — | $280K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMR | Mutual Funds | — | — | $271K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $270K | 1.7% | |
| FID FREEDOM INDEX INC PREMIER | Mutual Funds | — | — | $269K | 1.7% | |
| TRP COMM & TECH I | Other securities | — | — | $230K | 1.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Mutual Funds | — | — | $203K | 1.3% | |
| FID FREE INDEX 2065 IP | Mutual Funds | — | — | $191K | 1.2% | |
| FID FREE INDX 2020 IP | Mutual Funds | — | — | $179K | 1.1% | |
| VANGUARD INTL GRTH ADM | Mutual Funds | — | — | $170K | 1.1% | |
| HARTFORD DIVIDEND & GROWTH R6 | Other securities | — | — | $167K | 1.1% | |
| VANGUARD ENERGY INDEX FUND | Common Collective Trusts | — | — | $160K | 1.0% | |
| FID FREE INDX 2025 IP | Mutual Funds | — | — | $134K | 0.9% | |
| PIM LNG TRM REAL RETURN - INST | Other securities | — | — | $118K | 0.8% | |
| NUVEEN RE SECURITIES SELECT | Mutual Funds | — | — | $101K | 0.6% | |
| INVESCO GOLD & SPEC MINR6 | Mutual Funds | — | — | $97K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BO | Mutual Funds | — | — | $95K | 0.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Other securities | — | — | $91K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $90K | 0.6% | |
| BR HEALTH SCIENCES OPPS K | Other securities | — | — | $85K | 0.5% | |
| PARTICIPANT LOANS | Participant loans | — | — | $77K | 0.5% | |
| VANGUARD UTIL IDX ADM | Common Collective Trusts | — | — | $71K | 0.5% | |
| COLUMBIA OVERSEAS VALUE I3 | Other securities | — | — | $60K | 0.4% | |
| T ROWE PRICE GLOBAL STOCK I | Mutual Funds | — | — | $59K | 0.4% | |
| VANGUARD GNMA FD - INV | Agency / Mortgage-Backed | — | — | $53K | 0.3% | |
| HARTFORD STRAT INC FUND R6 | Common Stocks | — | — | $52K | 0.3% | |
| FEDERATED KAUFMANN SMALLCAP R | Other securities | — | — | $34K | 0.2% | |
| LOOMIS SAYLES GLB ALLOC N | Other securities | — | — | $29K | 0.2% | |
| FID ADV INTL SMALL CAP FUND Z | Mutual Funds | — | — | $15K | <0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Other securities | — | — | $10K | <0.1% | |
| AQR RISK BALANCED COMMODITIES | Other securities | — | — | $8K | <0.1% | |
| PIMPCO REAL RETURN FUND | Other securities | — | — | $2 | <0.1% |
