Zachary Salata signed APCO Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
APCO Holdings, LLC's EIN is 77-0674830.
Download the official 2024 Form 5500 (PDF) for APCO Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)APCO Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $72K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $11.4M | 17.7% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $7.4M | 11.5% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $6.5M | 10.0% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $4.9M | 7.6% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $4.4M | 6.8% | |
| AB US LG CP GR CIT R GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.9M | 6.1% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $3.4M | 5.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $2.3M | 3.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| DODGE & COX INCOME X Mutual Fund | Mutual Funds | — | — | $2.1M | 3.3% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 2.8% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.8M | 2.8% | |
| FID BALANCED K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $1.2M | 1.9% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| ranging from January 2025 through August 2050 | Other securities | — | — | $1.2M | 1.8% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.6% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $832K | 1.3% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $769K | 1.2% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $621K | 1.0% | |
| MFS INTL GROWTH R6 Mutual Fund | Mutual Funds | — | — | $453K | 0.7% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $282K | 0.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $274K | 0.4% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $256K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $128K | 0.2% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $114K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $85K | 0.1% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $75K | 0.1% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $54K | <0.1% | |
| DFA US TARGET VAL I Mutual Fund | Mutual Funds | — | — | $35K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $24K | <0.1% | |
| JPM MID CAP GRTH R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual Fund 617 * FID FDM IDC INC IPR Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $30K |
| — |
