How big is APO Management, LLC's plan?

APO Management, LLC's plan reported $420K in assets and 11 participants for 2024.

Original filing (PDF)20250625125627NAL0011269184002

APO Management, LLC

Name: APO Management, LLC — APO Management, LLC Retirement, Form 5500 (2024)
Creator: APO Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APO Management, LLC Retirement Trust

401(k) retirement plan · APO Management, LLC's APO Management, LLC Retirement Trust held $420K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

People on this filing

Plan Sponsor signed APO Management, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

APO Management, LLC's EIN is 66-1009895.

EIN 66-1009895

Plan number 001

Plan year 2024

ACK ID 20250625125627NAL0011269184002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for APO Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

APO Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APO MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score