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Original filing (PDF)20251015134243NAL0002383971001
APOLLO GRAPH, INC.
Form 5500
FILING_RECEIVED
APOLLO GRAPH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
192
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOLLO GRAPH, INC..
Plan sponsor
Name
APOLLO GRAPH, INC.
EIN
45-2156867
Address
1600 BRYANT STREET · #411447 · SAN FRANCISCO, CA · 94141
Phone
(415) 508-7107
Industry
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
46 direct securities· $11.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.1M | 18.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.9M | 16.0% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.4M | 12.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 11.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 11.0% | |
| Vanguard S&P 500 Growth ETF Vanguard 0 | — | — | — | $524K | 4.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $440K | 3.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $423K | 3.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $298K | 2.6% | |
| Vanguard Total International Stock ETF Vanguard 0 | — | — | — | $294K | 2.5% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $165K | 1.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $133K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $118K | 1.0% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $110K | 0.9% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 892 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $108K | 0.9% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $105K | 0.9% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | — | — | — | $83K | 0.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $72K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $57K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $45K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $43K | 0.4% | |
| Vanguard Consumer Discretionary Idx Adm Vanguard 0 | — | — | — | $42K | 0.4% | |
| Vanguard Communications Services Adm Vanguard 0 | — | — | — | $39K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $37K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $35K | 0.3% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard Consumer Staples Index Adm Vanguard 0 | — | — | — | $24K | 0.2% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $20K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $20K | 0.2% | |
| Vanguard STAR Inv Vanguard 0 804 Vanguard S-T Infl-Prot Sec Idx ETF Vanguard 0 | — | — | — | $18K | 0.2% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $18K | 0.2% | |
| Vanguard Total International Bond ETF Vanguard 0 | — | — | — | $15K | 0.1% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Financials Index Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard Interm-Term Bond Index ETF Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard S&P Small-Cap 600 Grwh Idx ETF Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard Utilities Index Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Industrials Index Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $6K | <0.1% |