· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
APEX ANALYTICS — APEX ANALYTICS 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610195850NAL0015155489001
APEX ANALYTICS
Form 5500-SF
FILING_RECEIVED
APEX ANALYTICS 401K PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
30
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APEX ANALYTICS
.
Find decision makers
Plan sponsor
Name
APEX ANALYTICS
EIN
45-4857435
Address
1717 BLUEBELL AVENUE · BOULDER, CO · 80302
Phone
(303) 349-6937
Industry
Professional & Technical Services
see 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
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CHIEF DIGITAL ADVISORS, DBA LEVEL UP RN
CHIEF DIGITAL ADVISORS DEFINED BENEFIT PLAN
$2.3M · 7 participants
EOH MANAGEMENT PARTNERS
SEVENGEN 401(K) PLAN
$2.3M · 36 participants
L.A. PROF. PRACT. MGMT. ASSOC., LLC
LOS ANGELES PROFESSIONAL PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$2.3M · 4 participants
UA MANAGEMENT SERVICES, INC.
UA MANAGEMENT SERVICES, INC. CASH BALANCE PLAN
$2.3M · 12 participants
ENERGY GPS, LLC
ENERGY GPS CASH BALANCE PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 18 participants
THE PICARD GROUP, L.L.C.
THE PICARD GROUP, L.L.C. 401(K) PLAN AND TRUST
$2.3M · 13 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
