Dean Hilton signed Apalachee Center, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apalachee Center, Inc.'s EIN is 59-1162148.
Download the official 2023 Form 5500 (PDF) for Apalachee Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Apalachee Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $40K | — |
| RESOURCES INVESTMENT ADVISORS CO. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $5.0M | 41.6% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $1.4M | 11.9% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $1.4M | 11.6% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $1.2M | 9.9% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $633K | 5.2% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $397K | 3.3% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $318K | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $250K | 2.1% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $116K | 1.0% | |
| Dodge & Cox Income X Dodge & Cox 0 | Mutual Funds | — | — | $116K | 1.0% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $114K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $109K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $105K | 0.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $104K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $92K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $91K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $89K | 0.7% | |
| AB US LARGE CAP GROWTH (W SERIES) R GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $88K | 0.7% | |
| Delaware Ivy Mid Cap Growth R6 Delaware 0 | Other securities | — | — | $68K | 0.6% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $51K | 0.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $50K | 0.4% | |
| MFS International Diversification R6 MFS 0 25 PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $44K | 0.4% | |
| Federated Hermes Mdt Sm Cap Gr R6 Federated 0 | Other securities | — | — | $35K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $30K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $19K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $16K | 0.1% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $11K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $8K | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $4K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $153 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $6 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $6 | <0.1% | |
| AB US LARGE CAP GROWTH (W SERIES) R GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| NONE |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXT CAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $6K | — |
