Melissa Cobble signed Apex Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Bank's EIN is 62-0123130.
Download the official 2024 Form 5500 (PDF) for Apex Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/A Blackrock Lifepath Index Retirement N/A | Other securities | — | — | $817K | 15.0% | |
| N/A Blackrock Lifepath Index 2045 N/A | Other securities | — | — | $785K | 14.4% | |
| N/A Blackrock Lifepath Index 2040 N/A | Other securities | — | — | $629K | 11.6% | |
| N/A Blackrock Lifepath Index 2030 N/A | Other securities | — | — | $609K | 11.2% | |
| BrokerageLink Self-Directed Retirement Account (1) N/A | Self-Directed Brokerage | — | — | $456K | 8.4% | |
| N/A Blackrock Lifepath Index 2035 N/A | Other securities | — | — | $417K | 7.7% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $395K | 7.3% | |
| N/A Blackrock Lifepath Index 2050 N/A | Other securities | — | — | $324K | 6.0% | |
| N/A Blackrock Lifepath Index 2055 N/A | Other securities | — | — | $248K | 4.6% | |
| Fidelity Blue Chip Growth K6 Fund N/A | Mutual Funds | — | — | $144K | 2.7% | |
| Fidelity Small Capital Growth K6 Fund N/A 506 * Fidelity Government Money Market Fund Class K6 N/A | Mutual Funds | — | — | $138K | 2.5% | |
| N/A Blackrock Lifepath Index 2060 N/A | Other securities | — | — | $94K | 1.7% | |
| N/A Blackrock Lifepath Index 2065 N/A | Other securities | — | — | $82K | 1.5% | |
| N/A Federated Investors, Inc. Capital Preservation Fund N/A | Common Stocks | — | — | $76K | 1.4% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $76K | 1.4% | |
| N/A JPMorgan Government Bond Fund R6 N/A | U.S. Treasuries | — | — | $39K | 0.7% | |
| Fidelity Global ex U.S. Index Fund N/A | Common Collective Trusts | — | — | $37K | 0.7% | |
| N/A Blackrock Total Return Fund Class K Shares N/A | Other securities | — | — | $26K | 0.5% | |
| N/A Allspring Global Investments Special Mid Cap Value Fund Class R6 N/A | Other securities | — | — | $24K | 0.4% | |
| Fidelity International Capital Appreciation K6 Fund N/A 182 * Fidelity Total Bond K6 Fund N/A | Mutual Funds | — | — | $23K | 0.4% | |
| N/A GQG Partners Emerging Markets Equity Fund R6 N/A | Other securities | — | — | $20K | 0.4% | |
| N/A Allspring Global Investments Special Small Cap Value Fund - Class R6 N/A 634 N/A Virtus, Duff & Phelps Virtus Duff & Phelps Real Estate Secs R6 N/A 688 * Fidelity U.S. Bond Index Fund N/A | Common Collective Trusts | — | — | $15K | 0.3% | |
| N/A American Century American Century Large Cap Equity R6 N/A | Other securities | — | — | $10K | 0.2% | |
| N/A American Funds American Mutual Fund Class R6 N/A | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund N/A | Common Collective Trusts | — | — | $7K | 0.1% | |
| Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $5K | 0.1% | |
| N/A MFS Investment Management Mid Cap Growth Fund R6 N/A | Mutual Funds | — | — | $4K | <0.1% |
