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Original filing (PDF)20251014101916NAL0002604609001
APEX SYSTEMS, LLC
Form 5500
FILING_RECEIVED
APEX SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4,283
Accounts w/ balance
4,337
Plan assets (EOY)
$478.7M
Net assets (EOY)
$478.7M
How this plan invests
This plan
33 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APEX SYSTEMS, LLC.
Plan sponsor
Name
APEX SYSTEMS, LLC
EIN
54-1773546
Address
4400 COX ROAD · SUITE 200 · GLEN ALLEN, VA · 23060
Phone
(804) 254-2600
Industry
Admin Support & Waste Mgmtsee all
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KEITER STEPHENS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $282K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEITER STEPHENS | 54-1631262 | — | ACCOUNTANT/AUDITOR | $35K | — |
Investments
11 direct securities · 33 pooled funds· $558.3M(100% of reported assets)
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.
Common Collective Trust
$403.3M
33 holdings
Uncategorized
$155.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $73.4M | 15.3% | |
| Fidelity Contrafund Pool Common/Collective Trust Fund | — | — | — | $52.4M | 10.9% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $52.4M | 10.9% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $51.2M | 10.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $50.6M | 10.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $30.0M | 6.3% | |
| Vanguard Information Technology Index Fund Admiral Mutual Fund | — | — | — | $21.5M | 4.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $21.4M | 4.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $20.8M | 4.3% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $19.1M | 4.0% | |
| Spartan Total International Index Pool Class C Common/Collective Trust Fund | — | — | — | $18.6M | 3.9% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $18.6M | 3.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $10.7M | 2.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $10.6M | 2.2% | |
| AF New Perspect R6 Mutual Fund | — | — | — | $9.7M | 2.0% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $9.7M | 2.0% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $8.9M | 1.9% | |
| T. Rowe Price Capital Appreciation Mutual Fund | — | — | — | $8.7M | 1.8% | |
| Columbia Trust Focused Mid Cap Founders Class Common/Collective Trust Fund | — | — | — | $8.6M | 1.8% | |
| CT FOC MD CP VL FNDR AMERIPRISE TRUST COMPANY · EIN 87-2011714 / PN 097 | Common Collective Trust | — | — | $8.6M | 1.8% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $7.1M | 1.5% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.4% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $6.4M | 1.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.2% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $5.1M | 1.1% | |
| FIAM US BOND INX C FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 106 | Common Collective Trust | — | — | $5.1M | 1.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.7% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual Fund | — | — | — | $3.4M | 0.7% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $3.2M | 0.7% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund | — | — | — | $1.0M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $152 | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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