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Original filing (PDF)20251015075644NAL0002083571001
APG POLYTECH, LLC
Form 5500
FILING_RECEIVED
APG POLYTECH SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
118
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APG POLYTECH, LLC.
Plan sponsor
Name
APG POLYTECH, LLC
EIN
82-4488177
Address
27610 HUNTINGTON ROAD · P. O. BOX 8 · APPLE GROVE, WV · 25502
Phone
(304) 576-4529
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $5K | — |
Investments
35 direct securities· $7.4M(100% of reported assets)
Uncategorized
$7.1M
33 holdings
Guaranteed Income / GIC
$303K
1 holding
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. ROWE PRICE RETIREMENT 2050 R | — | — | — | $1.1M | 14.5% | |
| Vanguard 500 INDEX F | — | — | — | $767K | 10.4% | |
| Alliance Bernstein AB LARGE CAP GROWTH A | — | — | — | $692K | 9.4% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2030 FD CL R | — | — | — | $674K | 9.2% | |
| Vanguard MID CAP INDEX FUND ADMIRAL | — | — | — | $565K | 7.7% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2040 FD CL R | — | — | — | $496K | 6.7% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2020 FD CL R | — | — | — | $362K | 4.9% | |
| The Standard Insurance Company Standard Stable Value III | Guaranteed Income / GIC | — | — | $303K | 4.1% | |
| Nationwide GENEVA MID CAP GR A | — | — | — | $280K | 3.8% | |
| Macquarie Asset Management DELAWARE IVY SM CAP GWTH A | — | — | — | $215K | 2.9% | |
| American Funds AMERICAN FUNDS FUNDAMENTAL INVS R3 | — | — | — | $212K | 2.9% | |
| Participant Notes Receivable Maturity of up to 5 years, 4.25% -9.50% interest - | — | — | — | $209K | 2.8% | |
| T. Rowe Price T ROWE PRICE EQTY INCM FD CL R | — | — | — | $197K | 2.7% | |
| American Funds AMERICAN FD NEW PERSPECTIVE FD R3 | — | — | — | $193K | 2.6% | |
| Vanguard SMALL CAP I | — | — | — | $173K | 2.4% | |
| Loomis Sayles LOOMIS SAYLES BOND CL I | — | — | — | $109K | 1.5% | |
| BNY Mellon Investment BNY MELLON INTERNATIONAL STOCK A | — | — | — | $107K | 1.5% | |
| John Hancock JHANCOCK BOND R2 | — | — | — | $105K | 1.4% | |
| Amundi PIONEER INTERNATIONAL EQUITY A | — | — | — | $102K | 1.4% | |
| Goldman Sachs GOLDMAN SACHS EMRG MKTS EQ INSIGHT A | — | — | — | $100K | 1.4% | |
| MFS TOTAL RETURN R3 | — | — | — | $85K | 1.1% | |
| JP Morgan JPMORGAN SMALL CAP VALUE R3 | — | — | — | $77K | 1.1% | |
| The Standard Insurance Company Standard Stable Asset Class 5 | — | — | — | $69K | 0.9% | |
| Macquarie Asset Management COLUMBIA SELECT MID CAP VALUE FD A | — | — | — | $54K | 0.7% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2060 FD CL R | — | — | — | $44K | 0.6% | |
| Amundi PIONEER BOND FUND CL A | — | — | — | $17K | 0.2% | |
| Invesco CONV SECURITIES FD CL A | — | — | — | $17K | 0.2% | |
| Invesco AIM COUNSELOR SER TR INVSC CORE FD A | — | — | — | $14K | 0.2% | |
| JP Morgan JPMORGAN CORE PLUS BOND R3 | — | — | — | $12K | 0.2% | |
| Macquarie Asset Management COLUMBIA HIGH YIELD BOND FUNDCL A | — | — | — | $9K | 0.1% | |
| John Hancock JOHN HANCOCK STRATEGIC INCOME OPP R2 | — | — | — | $9K | 0.1% | |
| Goldman Sachs GOLDMAN SACHS GLBL CORE FIXED INCM A | — | — | — | $9K | 0.1% | |
| PIMCO REAL RETURN FUND CL A | — | — | — | $9K | 0.1% | |
| Alliance Bernstein AB TOTAL RETURN BOND A | — | — | — | $9K | 0.1% | |
| and money market Amundi PIONEER US GOVERNMENT MONEY MARKET A | Mutual Funds | — | — | $2K | <0.1% |
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