How big is Apex Asset Management, LLC's plan?

Apex Asset Management, LLC's plan reported $1.8M in assets and 27 participants for 2025.

Original filing (PDF)20260330123031NAL0015205616001

Apex Asset Management, LLC

Name: Apex Asset Management, LLC — Apex Asset Management, Form 5500 (2025)
Creator: Apex Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Asset Management, LLC 401(k)Plan

401(k) retirement plan · Apex Asset Management, LLC's Apex Asset Management, LLC 401(k)Plan held $1.8M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Angela McGowan signed Apex Asset Management, LLC's 2025 Form 5500 as plan administrator.

Angela McGowan — 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

Apex Asset Management, LLC's EIN is 72-1384890.

EIN 72-1384890

Plan number 001

Plan year 2025

ACK ID 20260330123031NAL0015205616001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Apex Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Apex Asset Management, LLC's plan includes profit-sharing, 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 APEX ASSET MANAGEMENT, LLC.

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Plan health score

Above-average plan

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

Knocking points off