Original filing (PDF)20250826074552NAL0008515489001

APOLLON WEALTH MANAGEMENT, LLC

Name: APOLLON WEALTH MANAGEMENT, LLC — APOLLON WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: APOLLON WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

APOLLON WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

119

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOLLON WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

APOLLON WEALTH MANAGEMENT, LLC

EIN

82-3706323

Address

835 COLEMAN BLVD. SUITE 102 · MOUNT PLEASANT, SC · 29464

Phone

(843) 278-2116

Industry

Finance & Insurancesee all

Plan administrator

Name

BENEFIT SOLUTIONS, ETC. LTD

EIN

81-3186048

City

DAYTON, OH

Phone

(800) 559-3119

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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