Andrew Cox signed Apogee Engineering LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apogee Engineering LLC's EIN is 56-2484395.
Download the official 2024 Form 5500 (PDF) for Apogee Engineering LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apogee Engineering LLC'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 |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.ROWE PRICE RPS, INC | 52-1309931 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price** Retirement 2030 | Other securities | — | — | $8.1M | 16.5% | |
| T. Rowe Price** Retirement 2035 | Other securities | — | — | $6.4M | 13.0% | |
| T. Rowe Price** Retirement 2045 | Other securities | — | — | $5.4M | 10.9% | |
| T. Rowe Price** Retirement 2040 | Other securities | — | — | $5.1M | 10.4% | |
| T. Rowe Price** Retirement 2025 | Other securities | — | — | $4.3M | 8.7% | |
| T. Rowe Price** Retirement 2050 | Other securities | — | — | $3.5M | 7.0% | |
| T. Rowe Price** Retirement 2055 | Other securities | — | — | $2.2M | 4.4% | |
| T. Rowe Price** Growth Stock | Other securities | — | — | $2.1M | 4.3% | |
| T. Rowe Price** Retirement 2020 | Other securities | — | — | $1.7M | 3.4% | |
| Fidelity Advisor Growth | Mutual Funds | — | — | $1.5M | 3.1% | |
| T. Rowe Price** Mid-Cap Growth | Other securities | — | — | $847K | 1.7% | |
| T. Rowe Price** Retirement 2060 | Other securities | — | — | $800K | 1.6% | |
| T. Rowe Price** New Horizons | Other securities | — | — | $794K | 1.6% | |
| T. Rowe Price** Capital Appreciation | Other securities | — | — | $760K | 1.5% | |
| T. Rowe Price** Money market fund - Government Money | Cash / Money Market | — | — | $652K | 1.3% | |
| T. Rowe Price** Mid-Cap Value | Other securities | — | — | $614K | 1.2% | |
| Columbia Small Cap Growth | Other securities | — | — | $597K | 1.2% | |
| T. Rowe Price** Equity Income | Other securities | — | — | $534K | 1.1% | |
| Teachers Insurance Annuity Association Quant Small Mid Cap Equity Retirement | Other securities | — | — | $512K | 1.0% | |
| T. Rowe Price** Retirement 2015 | Other securities | — | — | $493K | 1.0% | |
| T. Rowe Price** International Discovery | Other securities | — | — | $458K | 0.9% | |
| T. Rowe Price** Value | Other securities | — | — | $318K | 0.6% | |
| T. Rowe Price** Retirement 2065 | Other securities | — | — | $304K | 0.6% | |
| Dodge & Cox Income | Mutual Funds | — | — | $245K | 0.5% | |
| T. Rowe Price** International Equity Index | Common Collective Trusts | — | — | $149K | 0.3% | |
| Franklin Convertible Securities | Mutual Funds | — | — | $108K | 0.2% | |
| American Century Short Duration Inflation Protection Bond | Other securities | — | — | $106K | 0.2% | |
| Buffalo International | Other securities | — | — | $89K | 0.2% | |
| T. Rowe Price** Emerging Markets Stock | Other securities | — | — | $88K | 0.2% | |
| T. Rowe Price** High Yield | Other securities | — | — | $84K | 0.2% | |
| T. Rowe Price** Retirement 2005 | Other securities | — | — | $43K | <0.1% | |
| T. Rowe Price** Emerging Markets Bond | Other securities | — | — | $26K | <0.1% | |
| T. Rowe Price** Retirement 2010 | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price** Balanced | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $24K |
| — |
| ARTISAN INTERNATIONAL | 30-0551775 | — | 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 | — |
