Back to filter
Original filing (PDF)20250702165132NAL0007729251001
APOLLO ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
APOLLO ENGINEERING, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
100
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 APOLLO ENGINEERING, INC..
Plan sponsor
Name
APOLLO ENGINEERING, INC.
EIN
38-4140221
Address
20380 TOWN CENTER LANE · SUITE 260 · CUPERTINO, CA · 95014
Phone
(408) 334-2754
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 All Other Professional Services plans
PROFICIENT INC
PROFICIENT INC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 29 participants
MONUMENT ACADEMY INC
MONUMENT ACADEMY INC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 109 participants
MIKAEL HAKANSSON MD CORPORATION
MIKAEL HAKANSSON MD CORPORATION DEFINED BENEFIT PENSION PLAN
$2.2M · 4 participants
INTERSTATE RENEWABLE ENERGY COUNCIL, INC.
IREC 403(B) PLAN
$2.2M · 38 participants
TREND MACHINERY, INC.
TREND MACHINERY, INC. 401(K) PLAN
$2.2M · 5 participants
CPA FINANCIAL, PC
CPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TR
$2.2M · 4 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
