How big is Apex Strategic Alliance, LLC's plan?

Apex Strategic Alliance, LLC's plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250718074755NAL0001320849001

Apex Strategic Alliance, LLC

Name: Apex Strategic Alliance, LLC — NONA Wealth Advisors, Form 5500 (2024)
Creator: Apex Strategic Alliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NONA Wealth Advisors 401(k) Plan

401(k) retirement plan · Apex Strategic Alliance, LLC's NONA Wealth Advisors 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Apex Strategic Alliance, LLC's EIN is 83-4001443.

EIN 83-4001443

Plan number 001

Plan year 2024

ACK ID 20250718074755NAL0001320849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Strategic Alliance, LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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