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Original filing (PDF)20251013114323NAL0001150337001
APET, INC.
Form 5500
FILING_RECEIVED
APET, INC. RETIREMENT READINESS 401(K) PLAN
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
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 APET, INC..
Plan sponsor
Name
APET, INC.
EIN
36-2833092
Address
195 PRAIRIE LAKE RD. · EAST DUNDEE, IL · 60118
Phone
(847) 586-5800
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
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | — | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES, INCOPORATED | 95-2755361 | — | INVESTMENT ASVISORY | — | — |
Investments
17 pooled funds· $3.1M(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.
Pooled Separate Account
$2.8M
14 holdings
103-12 Investment Entity
$253K
2 holdings
Master Trust
$51K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2020/2065 PRINCIPAL LIFE INS CO. · EIN 26-6447574 / PN 003 | Pooled Separate Account | $1.5M | 46.8% |
| PRINCIPAL LARGECAP S&P 500 PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 016 | Pooled Separate Account | $463K | 14.8% |
| PRINCIPAL CAPTIAL APPRECIATION SEP PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 119 | Pooled Separate Account | $256K | 8.2% |
| PRINCIPAL LARGECAP GROWTH PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 066 | Pooled Separate Account | $181K | 5.8% |
| PRINCIPAL MIDCAP VALUE GROWTH PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 021 | 103-12 Investment Entity | $150K | 4.8% |
| PRINCIPAL STABLE VALUE SIGNATURE PRINCIPAL LIFE INS CO · EIN 93-6274328 / PN 001 | Pooled Separate Account | $127K | 4.1% |
| PRINCIPAL S&P 600 INDEX PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 028 | 103-12 Investment Entity | $103K | 3.3% |
| PRINCIPAL MIDCAP S&P 400 PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 023 | Pooled Separate Account | $89K | 2.9% |
| PRINCIPAL DIVERSIFIED INTL SEP PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 015 | Pooled Separate Account | $85K | 2.7% |
| PRINCIPAL HIGH YIELD SEP PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 137 | Pooled Separate Account | $66K | 2.1% |
| PRINCIPAL PLAN LOANS PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 001 | Master Trust | $51K | 1.6% |
| PRINCIPAL SMALLCAP GROWTH PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 070 | Pooled Separate Account | $45K | 1.4% |
| PRINCIPAL EQUITY INCOME SEPARATE AC PRINCIPAL LIFE INS CO. · EIN 42-0127290 / PN 120 | Pooled Separate Account | $20K | 0.6% |
| PRINCIPAL SMALL-MIDCAP DIV 600 PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 001 | Pooled Separate Account | $16K | 0.5% |
| PRINCIPAL RECEIVABLE CONTRIBUTIONS PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 001 | Pooled Separate Account | $7K | 0.2% |
| BOND MARKET INDEX SEP PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 122 | Pooled Separate Account | $3K | <0.1% |
| PRINCIPAL REAL ESTATE SECS PRINCIPAL LIFE INS CO · EIN 42-0127290 / PN 095 | Pooled Separate Account | $3K | <0.1% |
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