Meredith Hardwick signed APT Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
APT Research, Inc.'s EIN is 63-1026951.
Download the official 2024 Form 5500 (PDF) for APT Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)APT Research, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $350 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $62K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FDM IDX 2030 IPR | Common Collective Trusts | — | — | $4.6M | 13.9% | |
| Fidelity Investments GROWTH COMPANY | Mutual Funds | — | — | $3.9M | 11.9% | |
| Fidelity Investments BLUE CHIP GR | Mutual Funds | — | — | $3.5M | 10.5% | |
| Fidelity Investments FDM IDX 2025 IPR | Common Collective Trusts | — | — | $2.5M | 7.6% | |
| Fidelity Investments PURITAN | Mutual Funds | — | — | $2.4M | 7.2% | |
| Fidelity Investments TOTAL MKT IDX | Common Collective Trusts | — | — | $2.2M | 6.6% | |
| Gabelli US MM I | Mutual Funds | — | — | $1.4M | 4.3% | |
| Fidelity Investments CONTRAFUND | Mutual Funds | — | — | $1.4M | 4.1% | |
| Fidelity Investments LOW PRICED STK | Mutual Funds | — | — | $1.3M | 3.8% | |
| Fidelity Investments FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| Fidelity Investments FDM IDX 2050 IPR | Common Collective Trusts | — | — | $950K | 2.9% | |
| Fidelity Investments MID CAP IDX | Common Collective Trusts | — | — | $869K | 2.6% | |
| Fidelity Investments FDM IDX 2035 IPR | Common Collective Trusts | — | — | $863K | 2.6% | |
| Fidelity Investments SM CAP IDX | Common Collective Trusts | — | — | $507K | 1.5% | |
| Fidelity Investments FDM IDX 2055 IPR | Common Collective Trusts | — | — | $438K | 1.3% | |
| Fidelity Investments OVERSEAS | Mutual Funds | — | — | $431K | 1.3% | |
| Fidelity Investments FDM IDX 2040 IPR | Common Collective Trusts | — | — | $430K | 1.3% | |
| Fidelity Investments LG CAP GR IDX | Common Collective Trusts | — | — | $414K | 1.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $405K | 1.2% | |
| Fidelity Investments VALUE | Mutual Funds | — | — | $389K | 1.2% | |
| Fidelity Investments LG CAP VAL IDX | Common Collective Trusts | — | — | $380K | 1.1% | |
| Fidelity Investments INVST GR BD | Mutual Funds | — | — | $349K | 1.1% | |
| Fidelity Investments FDM IDX 2060 IPR | Common Collective Trusts | — | — | $342K | 1.0% | |
| Fidelity Investments FDM IDX 2020 IPR | Common Collective Trusts | — | — | $322K | 1.0% | |
| Fidelity Investments FDM IDX 2015 IPR | Common Collective Trusts | — | — | $308K | 0.9% | |
| Fidelity Investments SMALL CAP VALUE | Mutual Funds | — | — | $185K | 0.6% | |
| Vanguard MDCPVAL IDX ADM | Common Collective Trusts | — | — | $180K | 0.5% | |
| Fidelity Investments FDM IDX INC IPR | Common Collective Trusts | — | — | $151K | 0.5% | |
| Fidelity Investments FDM IDX 2010 IPR | Common Collective Trusts | — | — | $141K | 0.4% | |
| Fidelity Investments WORLDWIDE | Mutual Funds | — | — | $137K | 0.4% | |
| Fidelity Investments FDM IDX 2065 IPR | Common Collective Trusts | — | — | $129K | 0.4% | |
| Fidelity Investments US BOND IDX | Common Collective Trusts | — | — | $125K | 0.4% | |
| Fidelity Investments REAL ESTATE INVS | Mutual Funds | — | — | $76K | 0.2% | |
| Fidelity Investments EMERGING MKTS | Mutual Funds | — | — | $74K | 0.2% | |
| Invesco EQLWT S&P500 R6 | Mutual Funds | — | — | $65K | 0.2% | |
| Fidelity Investments MULTI ASSET IDX | Common Collective Trusts | — | — | $64K | 0.2% | |
| Fidelity Investments SHORT TERM BOND | Mutual Funds | — | — | $60K | 0.2% | |
| Fidelity Investments GLB EX US IDX | Common Collective Trusts | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
