How big is Apogee IQ's plan?

Apogee IQ's plan reported $399K in assets and 8 participants for 2024.

Original filing (PDF)20250522153430NAL0008851826001

Apogee IQ

Name: Apogee IQ — Apogee IQ 401(k) Plan & Trust, Form 5500 (2024)
Creator: Apogee IQ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apogee IQ 401(k) Plan & Trust

401(k) retirement plan · Apogee IQ's Apogee IQ 401(k) Plan & Trust held $399K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

Plan identifiers

Apogee IQ's EIN is 47-5107639.

EIN 47-5107639

Plan number 001

Plan year 2024

ACK ID 20250522153430NAL0008851826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apogee IQ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apogee IQ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APOGEE IQ.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

APOGEE IQ

EIN

all filings

Address

PO BOX 7190 · SHAWNEE MISSION, KS · 66207

Phone

(913) 648-5526

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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