Vanessa Urrego signed Aperia Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aperia Solutions, Inc.'s EIN is 76-0680231.
Download the official 2024 Form 5500 (PDF) for Aperia Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aperia Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS FIN SQ GOVT FST | Registered Investment Companies | — | — | $1.2M | 10.7% | |
| JPMORGAN EQUITY INDEX FD - R6 | Registered Investment Companies | — | — | $1.1M | 10.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.0M | 9.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $979K | 8.6% | |
| BLACKROCK LIFEPATH 2040 K | Registered Investment Companies | — | — | $906K | 7.9% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $864K | 7.6% | |
| VIC PIO SELECT MC GROWTH R6 | Registered Investment Companies | — | — | $783K | 6.9% | |
| BLACKROCK LIFEPATH 2045 K | Registered Investment Companies | — | — | $373K | 3.3% | |
| BLACKROCK LIFEPATH RET K | Registered Investment Companies | — | — | $357K | 3.1% | |
| BLACKROCK LPD 2060 K | Registered Investment Companies | — | — | $269K | 2.4% | |
| AF EMERGING MARKETS BD R6 | Registered Investment Companies | — | — | $264K | 2.3% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $248K | 2.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $239K | 2.1% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $227K | 2.0% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $218K | 1.9% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $216K | 1.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $199K | 1.7% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $199K | 1.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $194K | 1.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $155K | 1.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $143K | 1.2% | |
| BLACKROCK LIFEPATH 2050 K | Registered Investment Companies | — | — | $136K | 1.2% | |
| BLACKROCK LIFEPATH 2030 K | Registered Investment Companies | — | — | $125K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $121K | 1.1% | |
| DODGE & COX GLOBAL STOCK I | Registered Investment Companies | — | — | $112K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $104K | 0.9% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $93K | 0.8% | |
| BLK MORTGAGE-BACKED SEC K | Registered Investment Companies | — | — | $89K | 0.8% | |
| FIDELITY ASSET MANAGER 50 | Registered Investment Companies | — | — | $74K | 0.7% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $53K | 0.5% | |
| BLACKROCK LIFEPATH 2055 K | Registered Investment Companies | — | — | $43K | 0.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $41K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $26K |
| — |
