How big is Apex Management Advisor Group, LLC's plan?

Apex Management Advisor Group, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251014184502NAL0004812416001

Apex Management Advisor Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Apex Management Advisor Group, LLC Defined Benefit Plan

Defined-benefit pension plan · Apex Management Advisor Group, LLC's Apex Management Advisor Group, LLC Defined Benefit Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michael Rockstroh signed Apex Management Advisor Group, LLC's 2024 Form 5500 as plan administrator.

Michael Rockstroh — 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 Management Advisor Group, LLC's EIN is 74-3157041.

EIN 74-3157041

Plan number 001

Plan year 2024

ACK ID 20251014184502NAL0004812416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Management Advisor Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX MANAGEMENT ADVISOR GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score