How big is APM Partners' plan?

APM Partners' plan reported $217K in assets and 1 participants for 2023.

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Original filing (PDF)20240925160446NAL0020184944001

APM Partners

Name: APM Partners — Form 5500 (2023)
Creator: APM Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APM Partners

401(k) retirement plan · APM Partners held $217K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

Ryan Romero signed APM Partners' 2023 Form 5500 as plan administrator.

Ryan Romero — 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

APM Partners' EIN is 83-4141658.

EIN 83-4141658

Plan number 001

Plan year 2023

ACK ID 20240925160446NAL0020184944001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for APM Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

APM Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High average account balance (97th percentile).

Plan sponsor

Name

APM PARTNERS

EIN

all filings

Address

2113 TARBOLTON CIRCLE · FOLSOM, CA · 95630

Phone

(916) 500-9205

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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