How big is Apmex LLC's plan?

Apmex LLC's plan reported $22.3M in assets and 301 participants for 2024.

Original filing (PDF)20250724103325NAL0006799344001

Apmex LLC

Name: Apmex LLC — Apmex 401(k) and Profit Sharing Plan, Form 5500 (2024)
Creator: Apmex LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Apmex 401(k) and Profit Sharing Plan

401(k) retirement plan · Apmex LLC's Apmex 401(k) and Profit Sharing Plan held $22.3M in plan assets for 301 participants in 2024, with Allen, Gibbs, Houlik, L.C. as recordkeeper.

Signals · 1

99% employer stock

Active participants

301

Accounts w/ balance

341

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.2M

People on this filing

David Yockel signed Apmex LLC's 2024 Form 5500 as plan administrator.

David Yockel — 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

Apmex LLC's EIN is 73-1604020.

EIN 73-1604020

Plan number 001

Plan year 2024

ACK ID 20250724103325NAL0006799344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

APMEX LLC

EIN

all filings

Address

226 DEAN A. MCGEE AVENUE · OKLAHOMA CITY, OK · 73102

Phone

(405) 595-2100

Industry

Wholesale Trade

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Common Stocks

$22.1M

27 holdings

Other securities

$197K

1 holding

					% of plan
Mid Atlantic Trust Company	Common Stocks	—	—	$2.5M	11.2%
Mid Atlantic Trust Company	Common Stocks	—	—	$2.2M	9.9%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.9M	8.4%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.8M	8.3%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.7M	7.5%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.4M	6.3%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.4M	6.3%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.1M	5.0%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.0M	4.6%
Mid Atlantic Trust Company	Common Stocks	—	—	$1.0M	4.6%
Mid Atlantic Trust Company	Common Stocks	—	—	$938K	4.2%
Mid Atlantic Trust Company	Common Stocks	—	—	$820K	3.7%
Mid Atlantic Trust Company	Common Stocks	—	—	$658K	3.0%
Mid Atlantic Trust Company	Common Stocks	—	—	$543K	2.4%
Mid Atlantic Trust Company	Common Stocks	—	—	$438K	2.0%
Mid Atlantic Trust Company	Common Stocks	—	—	$399K	1.8%
Mid Atlantic Trust Company	Common Stocks	—	—	$371K	1.7%
Mid Atlantic Trust Company	Common Stocks	—	—	$316K	1.4%
Mid Atlantic Trust Company	Common Stocks	—	—	$273K	1.2%
Mid Atlantic Trust Company	Common Stocks	—	—	$261K	1.2%
Mid Atlantic Trust Company	Common Stocks	—	—	$256K	1.1%
Mid Atlantic Trust Company	Common Stocks	—	—	$246K	1.1%
Participants	Other securities	—	—	$197K	0.9%
Mid Atlantic Trust Company	Common Stocks	—	—	$194K	0.9%
Mid Atlantic Trust Company	Common Stocks	—	—	$119K	0.5%
Mid Atlantic Trust Company	Common Stocks	—	—	$109K	0.5%
Mid Atlantic Trust Company	Common Stocks	—	—	$63K	0.3%
Mid Atlantic Trust Company	Common Stocks	—	—	$7K	<0.1%