Laura Gurrola signed Apex Innovative Sciences, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apex Innovative Sciences, Inc.'s EIN is 84-2814631.
Download the official 2024 Form 5500 (PDF) for Apex Innovative Sciences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apex Innovative Sciences, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Co., LLC American Funds American Balanced R6 | Mutual Funds | — | — | $1.3M | 14.8% | |
| Empower Trust Co., LLC American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $836K | 9.6% | |
| Empower Trust Co., LLC Fidelity 500 Index | Common Collective Trusts | — | — | $559K | 6.4% | |
| Empower Trust Co., LLC Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $505K | 5.8% | |
| Empower Trust Co., LLC JPMorgan Large Cap Growth R6 | Common Stocks | — | — | $446K | 5.1% | |
| Empower Trust Co., LLC American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $397K | 4.6% | |
| Empower Trust Co., LLC American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $393K | 4.5% | |
| Empower Trust Co., LLC American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $354K | 4.1% | |
| Investments - * Empower Trust Co., LLC American Funds 2010 Trgt Date Retire R6 ** $ 67 * Empower Trust Co., LLC American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $323K | 3.7% | |
| Empower Trust Co., LLC American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $280K | 3.2% | |
| Empower Trust Co., LLC Fidelity Small Cap Index | Mutual Funds | — | — | $244K | 2.8% | |
| Empower Trust Co., LLC American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $239K | 2.8% | |
| Empower Trust Co., LLC Fidelity International Index | Mutual Funds | — | — | $208K | 2.4% | |
| Investments (Continued) - * Empower Trust Co., LLC American Funds American Mutual R6 | Mutual Funds | — | — | $206K | 2.4% | |
| Empower Trust Co., LLC BlackRock Health Sciences Opps K | Common Stocks | — | — | $202K | 2.3% | |
| Empower Trust Co., LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $198K | 2.3% | |
| Empower Trust Co., LLC American Funds New World R6 | Mutual Funds | — | — | $197K | 2.3% | |
| Empower Trust Co., LLC American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $180K | 2.1% | |
| Fully benefit-responsive investment contract - * Empower Annuity EI Fixed Account - Series Class II | Other securities | — | — | $180K | 2.1% | |
| Empower Trust Co., LLC Fidelity US Bond Index | Mutual Funds | — | — | $169K | 1.9% | |
| Empower Trust Co., LLC PGIM Jennison International Opps R6 | Common Stocks | — | — | $142K | 1.6% | |
| Empower Trust Co., LLC BlackRock 40/60 Target Allocation K | Common Stocks | — | — | $136K | 1.6% | |
| Empower Trust Co., LLC Franklin Real Estate Securities R6 | Mutual Funds | — | — | $136K | 1.6% | |
| Empower Trust Co., LLC American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $135K | 1.6% | |
| Empower Trust Co., LLC Western Asset Core Plus Bond IS | Common Stocks | — | — | $101K | 1.2% | |
| Empower Trust Co., LLC American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $91K | 1.1% | |
| Empower Trust Co., LLC BlackRock 20/80 Target Allocation K | Common Stocks | — | — | $85K | 1.0% | |
| Empower Trust Co., LLC T. Rowe Price Global Stock I | Common Stocks | — | — | $77K | 0.9% | |
| Empower Trust Co., LLC Janus Henderson Global Tech Innovation N** | Mutual Funds | — | — | $69K | 0.8% | |
| Empower Trust Co., LLC American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $56K | 0.6% | |
| Empower Trust Co., LLC JPMorgan Small Cap Growth R6 | Common Stocks | — | — | $41K | 0.5% | |
| Participant Loans 5.25% -6.75% -0- | Bonds / Notes | — | — | $39K | 0.4% | |
| Empower Trust Co., LLC Franklin Utilities R6 | Mutual Funds | — | — | $38K | 0.4% | |
| Empower Trust Co., LLC Franklin Small Cap Value R6 | Mutual Funds | — | — | $35K | 0.4% | |
| Empower Trust Co., LLC PGIM High-Yield R6 | Common Stocks | — | — | $35K | 0.4% | |
| Empower Trust Co., LLC BlackRock Mid-Cap Growth Equity K | Common Stocks | — | — | $30K | 0.3% | |
| Empower Trust Co., LLC PIMCO Income Instl | Mutual Funds | — | — | $26K | 0.3% | |
| Empower Trust Co., LLC American Funds SMALLCAP World R6 | Mutual Funds | — | — | $19K | 0.2% | |
| Empower Trust Co., LLC Loomis Sayles Global Allocation N | Common Stocks | — | — | $7K | <0.1% | |
| Empower Trust Co., LLC American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Empower Trust Co., LLC American Century Mid Cap Value R6 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE WATERFORD GROUP LLC |
| — |
| ROCHESTER, NY |
| INVESTMENT ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | WEST JORDAN, UT | CONTRACT ADMIN | -$3K | — |
