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Original filing (PDF)20250924140308NAL0003063091001
APTEAN, INC.
Form 5500
FILING_RECEIVED
APTEAN 401K PLAN
401(k) retirement plan
Active participants
757
Accounts w/ balance
1,126
Plan assets (EOY)
$123.7M
Net assets (EOY)
$123.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 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 APTEAN, INC..
Plan sponsor
Name
APTEAN, INC.
EIN
35-1665080
Address
4325 ALEXANDER DRIVE · SUITE 100 · ALPHARETTA, GA · 30022
Phone
(678) 259-8691
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $123K | — |
Investments
30 direct securities · 13 pooled funds· $204.4M(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.
Uncategorized
$122.6M
30 holdings
Common Collective Trust
$81.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FIAM Index Target Date 2035 B | — | — | — | $21.0M | 17.0% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $21.0M | 17.0% | |
| Fidelity 500 Index | — | — | — | $16.1M | 13.0% | |
| Fidelity FIAM Index Target Date 2030 B | — | — | — | $15.2M | 12.3% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $15.2M | 12.3% | |
| Fidelity FIAM Index Target Date 2040 B | — | — | — | $12.6M | 10.2% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $12.6M | 10.2% | |
| Fidelity FIAM Index Target Date 2045 B | — | — | — | $10.3M | 8.3% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $10.3M | 8.3% | |
| Fidelity Contrafund K6 | — | — | — | $6.7M | 5.4% | |
| Fidelity FIAM Index Target Date 2050 B | — | — | — | $6.6M | 5.4% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $6.6M | 5.4% | |
| Fidelity FIAM Index Target Date 2025 B | — | — | — | $5.6M | 4.5% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $5.6M | 4.5% | |
| Fidelity FIAM Index Target Date 2055 B | — | — | — | $3.6M | 2.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.6M | 2.9% | |
| Fidelity Government Money Market | — | — | — | $3.3M | 2.7% | |
| Fidelity FIAM Index Target Date 2060 B | — | — | — | $2.6M | 2.1% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.6M | 2.1% | |
| John Hancock Discplined Value Mid Cap R6 | — | — | — | $1.9M | 1.5% | |
| Fidelity Mid Cap Index | — | — | — | $1.8M | 1.5% | |
| Fidelity Small Cap Index | — | — | — | $1.7M | 1.4% | |
| Fidelity FIAM Index Target Date 2020 B | — | — | — | $1.6M | 1.3% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| John Hancock Triton N | — | — | — | $1.6M | 1.3% | |
| MassMutual Select Mid Cap Growth I | — | — | — | $1.6M | 1.3% | |
| Fidelity International Index | — | — | — | $1.4M | 1.1% | |
| American Funds EUPAC Growth R6 | — | — | — | $1.3M | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| PIMCO Income Instl | — | — | — | $956K | 0.8% | |
| Principal Equity Income Instl | — | — | — | $888K | 0.7% | |
| Fidelity FIAM Index Target Date 2065 B | — | — | — | $862K | 0.7% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $862K | 0.7% | |
| Participants Notes Receivable from Participants Rates at 4.25-9.5% | — | — | — | $832K | 0.7% | |
| Fidelity U.S. Bond Index | — | — | — | $698K | 0.6% | |
| AllianceBernstein Small Cap Value Instl | — | — | — | $674K | 0.5% | |
| Fidelity FIAM Index Target Date 2015 B | — | — | — | $361K | 0.3% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $361K | 0.3% | |
| Invesco Developing Markets R6 | — | — | — | $261K | 0.2% | |
| Fidelity Short-Term Bond Index | — | — | — | $195K | 0.2% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $99K | <0.1% | |
| Fidelity FIAM Index Target Date Income B | — | — | — | $99K | <0.1% | |
| PIMCO All Asset Instl | — | — | — | $71K | <0.1% |
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