Tracy Thompson signed Apogee Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apogee Enterprises, Inc.'s EIN is 41-0919654.
Download the official 2024 Form 5500 (PDF) for Apogee Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apogee Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $449K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS |
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.
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMANY | 22-1211670 | — | INVESTMENT MANAGEMENT | $69K | — |
| PRUDENTIAL TRUST CO | 23-6994310 | — | INVESTMENT MANAGEMENT | $62K | — |
| INSTITUTIONAL INVESTMENT | 81-0635433 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891514 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COL S&P 500 IDX FD DC L T3 NORTHERN TRUST · EIN 45-6138589 / PN 250 | Common Collective Trust | — | — | $45.0M | 9.0% | |
| BLACKROCK LFPTH INDX 2065 L FD | Other securities | — | $0 | $45.0M | 9.0% | |
| BLACKROCK LFPTH INDX 2030 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2791033 / PN 001 | Common Collective Trust | — | $0 | $44.7M | 9.0% | |
| BLACKROCK LFPTH IDX RETMT L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $44.0M | 8.8% | |
| BlackRock Strat Compl NL M Fd | Other securities | — | $0 | $44.0M | 8.8% | |
| BLACKROCK LFPTH INDX 2035 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2791065 / PN 001 | Common Collective Trust | — | $0 | $41.7M | 8.4% | |
| NT CL RUSS 1000 GRW IN T2 LNDG NORTHERN TRUST · EIN 45-6138589 / PN 042 | Common Collective Trust | — | — | $37.8M | 7.6% | |
| BLACKROCK LFPTH INDX 2055 L FD | Other securities | — | $0 | $37.8M | 7.6% | |
| BLACKROCK LFPTH INDX 2040 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2795948 / PN 001 | Common Collective Trust | — | $0 | $36.7M | 7.4% | |
| PRU CORE INTERMEDIATE BOND FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $32.6M | 6.6% | |
| FIDELITY MID CAP GR IDX FD | Common Collective Trusts | — | $0 | $32.6M | 6.6% | |
| BLACKROCK LFPTH INDX 2045 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2795992 / PN 001 | Common Collective Trust | — | $0 | $30.5M | 6.1% | |
| BLACKROCK LFPTH INDX 2050 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796042 / PN 001 | Common Collective Trust | — | $0 | $28.4M | 5.7% | |
| NT CL RUSS 1000 VAL IN T2 LNDG NORTHERN TRUST · EIN 45-6138589 / PN 043 | Common Collective Trust | — | — | $20.5M | 4.1% | |
| BLACKROCK LFPTH INDX 2060 L FD | Other securities | — | $0 | $20.5M | 4.1% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $16.1M | 3.2% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $14.6M | 2.9% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $12.7M | 2.6% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $12.6M | 2.5% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $11.7M | 2.4% | |
| STATE ST WD DV EX US IDX II FD | Common Collective Trusts | — | $0 | $11.7M | 2.4% | |
| BLACKROCK LFPTH INDX 2055 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796084 / PN 001 | Common Collective Trust | — | $0 | $11.3M | 2.3% | |
| BLACKROCK LFPTH INDX 2060 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $8.2M | 1.6% | |
| Vanguard Treasury MM Inv Fd | Mutual Funds | — | $0 | $8.2M | 1.6% | |
| Participant Loans | Participant loans | — | $0 | $7.8M | 1.6% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $6.5M | 1.3% | |
| SSGA SP MCP ID SEC LND SRS XIV | Other securities | — | $0 | $5.3M | 1.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $5.3M | 1.1% | |
| Pru Core Intermediate Bond Fd | Other securities | — | $0 | $5.3M | 1.1% | |
| SSGA RUSSELL SC IDX SEC LND II | Common Collective Trusts | — | $0 | $4.9M | 1.0% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $4.2M | 0.9% | |
| NT COL S&P 500 IDX FD DC L T3 | Common Collective Trusts | — | $0 | $4.2M | 0.9% | |
| NT CL RUSS 1000 VAL IN T2 LNDG | Other securities | — | $0 | $4.2M | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | $0 | $3.3M | 0.7% | |
| BLACKROCK LFPTH INDX 2065 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.7% | |
| NT CL RUSS 1000 GRW IN T2 LNDG | Other securities | — | $0 | $3.3M | 0.7% | |
| Prudential Stable Value Fund Wrapper | Stable Value | — | $0 | $2.6M | 0.5% | |
| BLACKROCK STRAT COMPL NL M FD BLACKROCK INST TRUST CO · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $478K | <0.1% | |
| Vanguard Sm Cp Gr Idx Instl Fd | Common Collective Trusts | — | $0 | $478K | <0.1% | |
| BLACKROCK LPTH IX 2065 NL G FD BLACKROCK INST TRUST CO · EIN 84-1930938 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX RT NL G FD BLACKROCK INST TRUST CO · EIN 45-2837784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2060 NL G FD BLACKROCK INST TRUST CO · EIN 47-2034946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT RUSSELL 1000 VAL IDX TR2 NL NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 108 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT RUSSELL 1000 GR IDX TR 2 NL NORTHERN TRUST GLOBALINVESTMENTS · EIN 45-6138589 / PN 109 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT S&P 500 INDEX TIER 2 FUND NORTHERN TRUST GLOBALINVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2055 NL G FD BLACKROCK INST TRUST CO · EIN 45-2837751 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2050 NL G FD BLACKROCK INST TRUST CO · EIN 45-2837704 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2045 NL G FD BLACKROCK INST TRUST CO · EIN 45-2837638 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2040 NL G FD BLACKROCK INST TRUST CO · EIN 45-2837597 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LPTH IX 2035 NL G FD BLACKROCK INST TRUST CO · EIN 45-2829211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
