BETH Hubbard signed Apex Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Systems, LLC's EIN is 54-1773546.
Download the official 2024 Form 5500 (PDF) for Apex Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Systems, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $532K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | ADVISOR | $166K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $43K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEITER | 54-1631262 | — | ACCOUNTANT/AUDITOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $35.2M | 15.2% | |
| Fidelity Contrafund Pool | Mutual Funds | — | — | $17.4M | 7.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $17.4M | 7.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $17.3M | 7.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $17.3M | 7.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $16.6M | 7.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $15.9M | 6.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $15.5M | 6.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $14.3M | 6.1% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $11.3M | 4.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $10.1M | 4.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.7% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $5.6M | 2.4% | |
| Spartan Total International Index Pool Class C | Other securities | — | — | $4.6M | 2.0% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $4.6M | 2.0% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $3.7M | 1.6% | |
| FIAM US BOND INX C FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 106 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $3.6M | 1.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.2% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $2.3M | 1.0% | |
| Janus Henderson Enterprise Collective Fund Class III | Common Collective Trusts | — | — | $2.1M | 0.9% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $1.7M | 0.7% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Columbia Trust Small Cap Value II | Other securities | — | — | $1.4M | 0.6% | |
| Loomis Sayles Core Plus Bond Fund Class N | Other securities | — | — | $1.3M | 0.5% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| Columbia Trust Focused Mid Cap Founders Class | Other securities | — | — | $1.2M | 0.5% | |
| PIMCO High Yield Fund Institutional Class | Mutual Funds | — | — | $1.0M | 0.5% | |
| CT FOC MD CP VL FNDR AMERIPRISE TRUST COMPANY · EIN 87-2011714 / PN 097 | Common Collective Trust | — | — | $1.0M | 0.5% | |
| Principal US REIT | Common Stocks | — | — | $946K | 0.4% | |
| Fidelity self-directed brokerage accounts | Self-Directed Brokerage | — | — | $671K | 0.3% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $671K | 0.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $199K | <0.1% | |
| Participant loans | Participant loans | — | — | $1K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $721 | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / 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 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / 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% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / 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 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / 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 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / 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% |
