How big is Apexium Financial, LP's plan?

Apexium Financial, LP's plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250225115716NAL0010482305001

Apexium Financial, LP

Name: Apexium Financial, LP — Apexium Financial, LP 401(k), Form 5500 (2024)
Creator: Apexium Financial, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apexium Financial, LP 401(k) Plan

401(k) retirement plan · Apexium Financial, LP's Apexium Financial, LP 401(k) Plan held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kelly Durante signed Apexium Financial, LP's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Apexium Financial, LP's EIN is 47-4515025.

EIN 47-4515025

Plan number 001

Plan year 2024

ACK ID 20250225115716NAL0010482305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apexium Financial, LP's plan includes a default investment (QDIA), 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 APEXIUM FINANCIAL, LP.

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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