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Original filing (PDF)20251013122928NAL0001935456001
APOGEE ENGINEERING LLC
Form 5500
FILING_RECEIVED
APOGEE ENGINEERING 401 (K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
641
Accounts w/ balance
822
Plan assets (EOY)
$49.3M
Net assets (EOY)
$49.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOGEE ENGINEERING LLC.
Plan sponsor
Name
APOGEE ENGINEERING LLC
EIN
56-2484395
Address
8610 EXPLORER DR UNIT 305 · COLORADO SPGS, CO · 809234133
Phone
(719) 418-4950
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN,PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $24K | — |
| ARTISAN INTERNATIONAL | 30-0551775 | — | NONE | $0 | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| FRANKLIN CONVERTIBLE | 13-2670991 | — | NONE | $0 | — |
| BUFFALO INTERNATIONAL | 48-1069845 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| COLUMBIA | 93-0577450 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| NUVEEN | — | LOUISVILLE, KY | NONE | $0 | — |
| AMERICAN CENTURY | 95-1411037 | — | NONE | $0 | — |
Investments
34 direct securities· $48.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price** Retirement 2030 | — | — | — | $8.1M | 16.5% | |
| T. Rowe Price** Retirement 2035 | — | — | — | $6.4M | 13.0% | |
| T. Rowe Price** Retirement 2045 | — | — | — | $5.4M | 10.9% | |
| T. Rowe Price** Retirement 2040 | — | — | — | $5.1M | 10.4% | |
| T. Rowe Price** Retirement 2025 | — | — | — | $4.3M | 8.7% | |
| T. Rowe Price** Retirement 2050 | — | — | — | $3.5M | 7.0% | |
| T. Rowe Price** Retirement 2055 | — | — | — | $2.2M | 4.4% | |
| T. Rowe Price** Growth Stock | — | — | — | $2.1M | 4.3% | |
| T. Rowe Price** Retirement 2020 | — | — | — | $1.7M | 3.4% | |
| Fidelity Advisor Growth | — | — | — | $1.5M | 3.1% | |
| T. Rowe Price** Mid-Cap Growth | — | — | — | $847K | 1.7% | |
| T. Rowe Price** Retirement 2060 | — | — | — | $800K | 1.6% | |
| T. Rowe Price** New Horizons | — | — | — | $794K | 1.6% | |
| T. Rowe Price** Capital Appreciation | — | — | — | $760K | 1.5% | |
| T. Rowe Price** Money market fund - Government Money | — | — | — | $652K | 1.3% | |
| T. Rowe Price** Mid-Cap Value | — | — | — | $614K | 1.2% | |
| Columbia Small Cap Growth | — | — | — | $597K | 1.2% | |
| T. Rowe Price** Equity Income | — | — | — | $534K | 1.1% | |
| Teachers Insurance Annuity Association Quant Small Mid Cap Equity Retirement | — | — | — | $512K | 1.0% | |
| T. Rowe Price** Retirement 2015 | — | — | — | $493K | 1.0% | |
| T. Rowe Price** International Discovery | — | — | — | $458K | 0.9% | |
| T. Rowe Price** Value | — | — | — | $318K | 0.6% | |
| T. Rowe Price** Retirement 2065 | — | — | — | $304K | 0.6% | |
| Dodge & Cox Income | — | — | — | $245K | 0.5% | |
| T. Rowe Price** International Equity Index | — | — | — | $149K | 0.3% | |
| Franklin Convertible Securities | — | — | — | $108K | 0.2% | |
| American Century Short Duration Inflation Protection Bond | — | — | — | $106K | 0.2% | |
| Buffalo International | — | — | — | $89K | 0.2% | |
| T. Rowe Price** Emerging Markets Stock | — | — | — | $88K | 0.2% | |
| T. Rowe Price** High Yield | — | — | — | $84K | 0.2% | |
| T. Rowe Price** Retirement 2005 | — | — | — | $43K | <0.1% | |
| T. Rowe Price** Emerging Markets Bond | — | — | — | $26K | <0.1% | |
| T. Rowe Price** Retirement 2010 | — | — | — | $8K | <0.1% | |
| T. Rowe Price** Balanced | — | — | — | $4K | <0.1% |