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Original filing (PDF)20250724103325NAL0006799344001
APMEX LLC
Form 5500
FILING_RECEIVED
APMEX 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
301
Accounts w/ balance
341
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APMEX LLC.
Plan sponsor
Name
APMEX LLC
EIN
73-1604020
Address
226 DEAN A. MCGEE AVENUE · OKLAHOMA CITY, OK · 73102
Phone
(405) 595-2100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BT&CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN, GIBBS, HOULIK, L.C. | 48-1032601 | — | RECORDKEEPER | $17K | — |
Investments
28 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company | — | — | — | $2.5M | 11.2% | |
| Mid Atlantic Trust Company | — | — | — | $2.2M | 9.9% | |
| Mid Atlantic Trust Company | — | — | — | $1.9M | 8.4% | |
| Mid Atlantic Trust Company | — | — | — | $1.8M | 8.3% | |
| Mid Atlantic Trust Company | — | — | — | $1.7M | 7.5% | |
| Mid Atlantic Trust Company | — | — | — | $1.4M | 6.3% | |
| Mid Atlantic Trust Company | — | — | — | $1.4M | 6.3% | |
| Mid Atlantic Trust Company | — | — | — | $1.1M | 5.0% | |
| Mid Atlantic Trust Company | — | — | — | $1.0M | 4.6% | |
| Mid Atlantic Trust Company | — | — | — | $1.0M | 4.6% | |
| Mid Atlantic Trust Company | — | — | — | $938K | 4.2% | |
| Mid Atlantic Trust Company | — | — | — | $820K | 3.7% | |
| Mid Atlantic Trust Company | — | — | — | $658K | 3.0% | |
| Mid Atlantic Trust Company | — | — | — | $543K | 2.4% | |
| Mid Atlantic Trust Company | — | — | — | $438K | 2.0% | |
| Mid Atlantic Trust Company | — | — | — | $399K | 1.8% | |
| Mid Atlantic Trust Company | — | — | — | $371K | 1.7% | |
| Mid Atlantic Trust Company | — | — | — | $316K | 1.4% | |
| Mid Atlantic Trust Company | — | — | — | $273K | 1.2% | |
| Mid Atlantic Trust Company | — | — | — | $261K | 1.2% | |
| Mid Atlantic Trust Company | — | — | — | $256K | 1.1% | |
| Mid Atlantic Trust Company | — | — | — | $246K | 1.1% | |
| Participants | — | — | — | $197K | 0.9% | |
| Mid Atlantic Trust Company | — | — | — | $194K | 0.9% | |
| Mid Atlantic Trust Company | — | — | — | $119K | 0.5% | |
| Mid Atlantic Trust Company | — | — | — | $109K | 0.5% | |
| Mid Atlantic Trust Company | — | — | — | $63K | 0.3% | |
| Mid Atlantic Trust Company | — | — | — | $7K | <0.1% |
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