How big is Apex Financial Solutions, LLC's plan?

Apex Financial Solutions, LLC's plan reported $282K in assets and 7 participants for 2024.

Original filing (PDF)20250812124101NAL0007999969001

Apex Financial Solutions, LLC

Name: Apex Financial Solutions, LLC — Apex Financial, Form 5500 (2024)
Creator: Apex Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Financial Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Apex Financial Solutions, LLC's Apex Financial Solutions 401(k) Profit Sharing Plan held $282K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

Plan identifiers

Apex Financial Solutions, LLC's EIN is 46-0866726.

EIN 46-0866726

Plan number 001

Plan year 2024

ACK ID 20250812124101NAL0007999969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Financial Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX FINANCIAL SOLUTIONS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score