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Original filing (PDF)20250814092542NAL0008969395001
APACHE MILLS, INC.
Form 5500
FILING_RECEIVED
APACHE MILLS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
637
Accounts w/ balance
129
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
84
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 32% of plan.
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APACHE MILLS, INC..
Plan sponsor
Name
APACHE MILLS, INC.
EIN
58-1109779
Address
197 ROYAL DRIVE SE · CALHOUN, GA · 30701
Phone
(706) 629-7791
Industry
Manufacturingsee 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
2025-08-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
ROSS LANE & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO MANAGEMENT LLC | — | ATLANTA, GA | INVESTMENT ADVISOR | $20K | — |
| APACHE MILLS INC | — | CALHOUN, GA | INVESTMENT ADVISOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE FIDUCIARY SERVICES | — | FORT SMITH, AR | OTHER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
31 direct securities· $8.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.8M | 31.8% | |
| BlackRock LifePath Index Retirement 2035 K Mutual Fund | — | — | — | $1.3M | 14.5% | |
| Vanguard Mid Cap Idx Fund Adm Mutual Fund | — | — | — | $840K | 9.5% | |
| Key Guaranteed Portfolio Fund Guaranteed Interest Account | — | — | — | $715K | 8.1% | |
| BlackRock LifePath Index Retirement 2055 K Mutual Fund | — | — | — | $328K | 3.7% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $319K | 3.6% | |
| Vanguard Developed Markets Idx Adm Mutual Fund | — | — | — | $309K | 3.5% | |
| Hartford Balanced Income R6 Mutual Fund | — | — | — | $294K | 3.3% | |
| BlackRock LifePath Index Retirement K Mutual Fund | — | — | — | $269K | 3.1% | |
| BlackRock LifePath Index Retirement 2030 K Mutual Fund | — | — | — | $254K | 2.9% | |
| BlackRock LifePath Index Retirement 2045 K Mutual Fund | — | — | — | $229K | 2.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $206K | 2.3% | |
| BlackRock LifePath Index Retirement 2040 K Mutual Fund | — | — | — | $159K | 1.8% | |
| BlackRock LifePath Index Retirement 2050 K Mutual Fund | — | — | — | $159K | 1.8% | |
| BlackRock LifePath Index Retirement 2060 K Mutual Fund | — | — | — | $140K | 1.6% | |
| Notes receivable from participants 9.50%) -0- | — | — | — | $139K | 1.6% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $127K | 1.4% | |
| Principal Small Cap S&P 600 Idx Mutual Fund | — | — | — | $61K | 0.7% | |
| Nuveen Large Cap Growth Idx R6 Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Emerging Markets Stock Idx Adm Mutual Fund | — | — | — | $25K | 0.3% | |
| Allspring Diversified Capital Build Mutual Fund | — | — | — | $21K | 0.2% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| BlackRock Mid Cap Value Class K Mutual Fund | — | — | — | $19K | 0.2% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $18K | 0.2% | |
| DFA US Targeted Value Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Small Cap Growth Idx Adm Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Mid Cap Growth Idx Adm Mutual Fund | — | — | — | $9K | 0.1% | |
| American Century Small Cap Growth Mutual Fund | — | — | — | $7K | <0.1% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $3K | <0.1% | |
| American Funds American Hi Inc Tr R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $1K | <0.1% |