Dwayne Phelps signed Aptus Group USA's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aptus Group USA's EIN is 47-4572828.
Download the official 2022 Form 5500 (PDF) for Aptus Group USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Aptus Group USA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.9M | 96.9% | |
| [Assets held in participant loans] | Other | — | — | $56K | 2.9% | |
| [Assets held in common collective trust] | Other | — | — | $4K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4K | 0.2% |
