Apogee Solutions, Inc.'s EIN is 54-2074565.
Download the official 2024 Form 5500 (PDF) for Apogee Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apogee Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES TPA & ASSOCIATES, LLC | — | CHESAPEAKE, VA | TPA | $2K | — |
