How big is Apex PE, LLC's plan?

Apex PE, LLC's plan reported $2.5M in assets and 25 participants for 2024.

Original filing (PDF)20250924095529NAL0006591761001

Apex PE, LLC

Name: Apex PE, LLC — Apex PE 401(k) Plan, Form 5500 (2024)
Creator: Apex PE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex PE 401(k) Plan

401(k) retirement plan · Apex PE, LLC's Apex PE 401(k) Plan held $2.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Apex PE, LLC's EIN is 83-2695611.

EIN 83-2695611

Plan number 001

Plan year 2024

ACK ID 20250924095529NAL0006591761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX PE, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

APEX PE, LLC

EIN

all filings

Address

2 INVERNESS DRIVE EAST · SUITE 201 · ENGLEWOOD, CO · 80112

Phone

(303) 531-5858

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

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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