How big is Apex Financial Options, LLC's plan?

Apex Financial Options, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250401062345NAL0003910115001

Apex Financial Options, LLC

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

Form 5500-SF

FILING_RECEIVED

Apex Financial Options, LLC 401(k) Plan

401(k) retirement plan · Apex Financial Options, LLC's Apex Financial Options, LLC 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shane DORE signed Apex Financial Options, LLC's 2024 Form 5500 as plan administrator.

Shane DORE — 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 Financial Options, LLC's EIN is 82-1568453.

EIN 82-1568453

Plan number 001

Plan year 2024

ACK ID 20250401062345NAL0003910115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX FINANCIAL OPTIONS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score