How big is APG Polytech, LLC's plan?

APG Polytech, LLC's plan reported $7.4M in assets and 100 participants for 2024.

Original filing (PDF)20251015075644NAL0002083571001

APG Polytech, LLC

Name: APG Polytech, LLC — APG Polytech Savings Plan for, Form 5500 (2024)
Creator: APG Polytech, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

APG Polytech Savings Plan for Bargaining UNIT Employees

401(k) retirement plan · APG Polytech, LLC's APG Polytech Savings Plan for Bargaining UNIT Employees held $7.4M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

118

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Lauren Burnside signed APG Polytech, LLC's 2024 Form 5500 as plan administrator.

Lauren Burnside — 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

APG Polytech, LLC's EIN is 82-4488177.

EIN 82-4488177

Plan number 002

Plan year 2024

ACK ID 20251015075644NAL0002083571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

APG Polytech, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APG POLYTECH, LLC.

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

APG POLYTECH, LLC

EIN

all filings

Address

27610 HUNTINGTON ROAD · P. O. BOX 8 · APPLE GROVE, WV · 25502

Phone

(304) 576-4529

Industry

Manufacturing

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)

Service providers (Schedule C)

1 rows

Other service providers

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)

Other securities

$3.0M

16 holdings

Mutual Funds

$2.5M

13 holdings

Common Collective Trusts

$1.3M

2 holdings

Guaranteed Income / GIC

$303K

1 holding

Bonds / Notes

$209K

1 holding

Common Stocks

$87K

2 holdings

					% of plan
T. Rowe Price T. ROWE PRICE RETIREMENT 2050 R	Other securities	—	—	$1.1M	14.5%
Vanguard 500 INDEX F	Common Collective Trusts	—	—	$767K	10.4%
Alliance Bernstein AB LARGE CAP GROWTH A	Other securities	—	—	$692K	9.4%
T. Rowe Price T ROWE PRICE RETIREMENT 2030 FD CL R	Mutual Funds	—	—	$674K	9.2%
Vanguard MID CAP INDEX FUND ADMIRAL	Common Collective Trusts	—	—	$565K	7.7%
T. Rowe Price T ROWE PRICE RETIREMENT 2040 FD CL R	Mutual Funds	—	—	$496K	6.7%
T. Rowe Price T ROWE PRICE RETIREMENT 2020 FD CL R	Mutual Funds	—	—	$362K	4.9%
The Standard Insurance Company Standard Stable Value III	Guaranteed Income / GIC	—	—	$303K	4.1%
Nationwide GENEVA MID CAP GR A	Other securities	—	—	$280K	3.8%
Macquarie Asset Management DELAWARE IVY SM CAP GWTH A	Other securities	—	—	$215K	2.9%
American Funds AMERICAN FUNDS FUNDAMENTAL INVS R3	Mutual Funds	—	—	$212K	2.9%
Participant Notes Receivable Maturity of up to 5 years, 4.25% -9.50% interest -	Bonds / Notes	—	—	$209K	2.8%
T. Rowe Price T ROWE PRICE EQTY INCM FD CL R	Mutual Funds	—	—	$197K	2.7%
American Funds AMERICAN FD NEW PERSPECTIVE FD R3	Mutual Funds	—	—	$193K	2.6%
Vanguard SMALL CAP I	Mutual Funds	—	—	$173K	2.4%
Loomis Sayles LOOMIS SAYLES BOND CL I	Other securities	—	—	$109K	1.5%
BNY Mellon Investment BNY MELLON INTERNATIONAL STOCK A	Other securities	—	—	$107K	1.5%
John Hancock JHANCOCK BOND R2	Other securities	—	—	$105K	1.4%
Amundi PIONEER INTERNATIONAL EQUITY A	Other securities	—	—	$102K	1.4%
Goldman Sachs GOLDMAN SACHS EMRG MKTS EQ INSIGHT A	Other securities	—	—	$100K	1.4%
MFS TOTAL RETURN R3	Mutual Funds	—	—	$85K	1.1%
JP Morgan JPMORGAN SMALL CAP VALUE R3	Other securities	—	—	$77K	1.1%
The Standard Insurance Company Standard Stable Asset Class 5	Common Stocks	—	—	$69K	0.9%
Macquarie Asset Management COLUMBIA SELECT MID CAP VALUE FD A	Other securities	—	—	$54K	0.7%
T. Rowe Price T ROWE PRICE RETIREMENT 2060 FD CL R	Mutual Funds	—	—	$44K	0.6%
Amundi PIONEER BOND FUND CL A	Common Stocks	—	—	$17K	0.2%
Invesco CONV SECURITIES FD CL A	Mutual Funds	—	—	$17K	0.2%
Invesco AIM COUNSELOR SER TR INVSC CORE FD A	Mutual Funds	—	—	$14K	0.2%
JP Morgan JPMORGAN CORE PLUS BOND R3	Other securities	—	—	$12K	0.2%
Macquarie Asset Management COLUMBIA HIGH YIELD BOND FUNDCL A	Other securities	—	—	$9K	0.1%
John Hancock JOHN HANCOCK STRATEGIC INCOME OPP R2	Other securities	—	—	$9K	0.1%
Goldman Sachs GOLDMAN SACHS GLBL CORE FIXED INCM A	Other securities	—	—	$9K	0.1%
PIMCO REAL RETURN FUND CL A	Mutual Funds	—	—	$9K	0.1%
Alliance Bernstein AB TOTAL RETURN BOND A	Other securities	—	—	$9K	0.1%
and money market Amundi PIONEER US GOVERNMENT MONEY MARKET A	Mutual Funds	—	—	$2K	<0.1%