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Original filing (PDF)20260218154619NAL0007786097001

ATLANTIC PACIFIC PROPERTY MANAGEMENT LLC

Form 5500
FILING_RECEIVED
ATLANTIC PACIFIC PROPERTY MANAGEMENT LLC GROUP EMPLOYEE BENEFIT PLAN (501)
Health & welfare plan
Signals · 2
~3889 bps in Sched C feesNo recordkeeper disclosed
Active participants
489
Accounts w/ balance
Plan assets (EOY)
$678K
Net assets (EOY)
$330K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 3889 bps in Schedule C fees — 2362% above peer band of 158 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC PACIFIC PROPERTY MANAGEMENT LLC.
Plan sponsor
Name
ATLANTIC PACIFIC PROPERTY MANAGEMENT LLC
EIN
45-4302332
Address
6600 N. MILITARY TRAIL · SUITE N307 · BOCA RATON, FL · 33496
Phone
(561) 314-6680
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-18
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
YOUNG, OAKES, BROWN & CO., P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
BALDWIN KRYSTYN SHERMAN (GA)20-4102683BROKER$146K
THE BENECON GROUP LLC23-1315351BROKER$67K
Other
2
NameEINLocationRelationDirect compIndirect comp
CONNECTCARE323-1315351PATIENT ADVOCATE$26K
MERITAIN HEALTH, AN AETNA COMPANY16-1264154ADMIN$24K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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