Kallan Sheehan signed Apeel Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apeel Technology, Inc.'s EIN is 45-5551038.
Download the official 2024 Form 5500 (PDF) for Apeel Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apeel Technology, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2060 PRM Mutual Fund | Common Collective Trusts | — | — | $3.3M | 16.5% | |
| FID FDM IDX 2050 PRM Mutual Fund | Common Collective Trusts | — | — | $3.1M | 15.8% | |
| FID FDM IDX 2055 PRM Mutual Fund | Common Collective Trusts | — | — | $2.5M | 12.5% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.7M | 8.8% | |
| FID LG CAP GR IDX Mutual Fund | Common Collective Trusts | — | — | $1.1M | 5.5% | |
| FID FDM IDX 2045 PRM Mutual Fund | Common Collective Trusts | — | — | $1.0M | 5.2% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $927K | 4.7% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $805K | 4.1% | |
| FID FDM IDX 2035 PRM Mutual Fund | Common Collective Trusts | — | — | $746K | 3.8% | |
| FID FDM IDX 2040 PRM Mutual Fund | Common Collective Trusts | — | — | $713K | 3.6% | |
| GABELLI US MM I Interest-Bearing Cash | Cash / Money Market | — | — | $512K | 2.6% | |
| FID FDM IDX 2030 PRM Mutual Fund | Common Collective Trusts | — | — | $482K | 2.4% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $400K | 2.0% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $305K | 1.5% | |
| BLKRK MD CP GR EQ K Mutual Fund | Other securities | — | — | $276K | 1.4% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $244K | 1.2% | |
| DFA INVT GRD PORT IS Mutual Fund | Mutual Funds | — | — | $242K | 1.2% | |
| FID FDM IDX 2025 PRM Mutual Fund | Common Collective Trusts | — | — | $205K | 1.0% | |
| AM CENT SMCAP VAL R6 Mutual Fund | Other securities | — | — | $200K | 1.0% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $180K | 0.9% | |
| JPM INTL EQUITY R6 Mutual Fund | Other securities | — | — | $144K | 0.7% | |
| AM CENT SM CAP GR R6 Mutual Fund | Other securities | — | — | $122K | 0.6% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $114K | 0.6% | |
| FID FDM IDX 2065 PRM Mutual Fund | Common Collective Trusts | — | — | $110K | 0.6% | |
| DFA INTL VECTOR EQ I Mutual Fund | Mutual Funds | — | — | $108K | 0.5% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $71K | 0.4% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $53K | 0.3% | |
| FID FDM IDX INC PRM Mutual Fund | Common Collective Trusts | — | — | $51K | 0.3% | |
| AF INFL LINKED BD R6 Mutual Fund | Other securities | — | — | $26K | 0.1% | |
| FID FDM IDX 2020 PRM Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| FID FDM IDX 2015 PRM Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
