Wendi Newton signed Apex Heritage Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Heritage Group, LLC's EIN is 46-1669012.
Download the official 2024 Form 5500 (PDF) for Apex Heritage Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Heritage Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | RECORDKEEPER | $29K | — |
| FUTUREPLAN BY ASCENSUS | — | BRAINERD, MN | TPA | $10K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
