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Original filing (PDF)20251010105240NAL0004158947001
APOGEE TELECOM INC.
Form 5500
FILING_RECEIVED
APOGEE TELECOM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
290
Accounts w/ balance
264
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOGEE TELECOM INC..
Plan sponsor
Name
APOGEE TELECOM INC.
EIN
74-2995593
Address
1905 KRAMER LANE · SUITE A100 · AUSTIN, TX · 78758
Phone
(512) 478-8858
Industry
Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $33K | — |
Investments
30 direct securities· $24.8M(98% of reported assets)
Uncategorized
$24.5M
29 holdings
Common Stocks
$269K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 24,463.671 | $3.5M | $5.0M | 19.7% | |
| FID FDM IDX 2045 IPR | — | 102,910.147 | $2.4M | $2.7M | 10.5% | |
| FID FDM IDX 2040 IPR | — | 93,378.747 | $2.1M | $2.3M | 9.1% | |
| FID FDM IDX 2035 IPR | — | 82,217.872 | $1.8M | $1.9M | 7.6% | |
| FID FDM IDX 2055 IPR | — | 67,705.12 | $1.3M | $1.4M | 5.7% | |
| FID FDM IDX 2050 IPR | — | 53,455.61 | $1.3M | $1.4M | 5.5% | |
| FID FDM IDX 2030 IPR | — | 63,791.654 | $1.2M | $1.3M | 5.1% | |
| FID FDM IDX 2025 IPR | — | 67,270.685 | $1.2M | $1.2M | 4.9% | |
| AB LG CAP GRTH Z | — | 11,131.822 | $1.0M | $1.2M | 4.8% | |
| FID FDM IDX 2060 IPR | — | 41,827.638 | $672K | $757K | 3.0% | |
| DFA US TARGET VAL I | — | 20,440.913 | $609K | $703K | 2.8% | |
| FID VALUE K | — | 49,834.499 | $700K | $680K | 2.7% | |
| FID BALANCED K6 | — | 37,200.157 | $529K | $594K | 2.3% | |
| JPM MID CAP GRTH R6 | — | 8,164.107 | $386K | $422K | 1.7% | |
| FID FDM IDX 2065 IPR | — | 25,648.371 | $363K | $376K | 1.5% | |
| FID SM CAP IDX | — | 12,580.803 | $310K | $348K | 1.4% | |
| FID INTL INDEX | — | 7,152.897 | $318K | $340K | 1.3% | |
| COL DIVIDEND INC I3 | — | 9,633.886 | $305K | $325K | 1.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $312K | 1.2% | |
| FID TOTAL BOND K6 | — | 34,189.652 | $326K | $297K | 1.2% | |
| FID INTL CAP APPR K6 | — | 17,541.686 | $253K | $283K | 1.1% | |
| FID GOVT MMKT K6 | — | 273,265.66 | $273K | $273K | 1.1% | |
| COMMON STOCK | Common Stocks | — | $210K | $269K | 1.1% | |
| FID FDM IDX 2015 IPR | — | 8,992.881 | $129K | $128K | 0.5% | |
| FID SMALL CAP GR K6 | — | 5,402.489 | $81K | $96K | 0.4% | |
| FID FDM IDX 2020 IPR | — | 3,667.615 | $59K | $58K | 0.2% | |
| CASH | — | — | $18K | $18K | <0.1% | |
| FID FDM IDX INC IPR | — | 1,074.252 | $13K | $13K | <0.1% | |
| NON INTEREST BEARING CASH | — | — | — | $2K | <0.1% | |
| FID FDM IDX 2010 IPR | — | 162.385 | $2K | $2K | <0.1% |
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