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Original filing (PDF)20250930162324NAL0005589011001
APT HOLDINGS, LLC
Form 5500
FILING_RECEIVED
APT 401(K) PLAN
401(k) retirement plan
Active participants
632
Accounts w/ balance
332
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APT HOLDINGS, LLC.
Plan sponsor
Name
APT HOLDINGS, LLC
EIN
84-3252042
Address
802 CROMWELL PARK DRIVE, · SUITE T · GLEN BURNIE, MD · 21061
Phone
(410) 553-9686
Industry
Health Care & Social Assistancesee all
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
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
Investments
15 direct securities · 8 pooled funds· $12.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.6M
15 holdings
Common Collective Trust
$2.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.0M | 16.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.6M | 13.3% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.6M | 13.0% | |
| BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 11.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.2M | 9.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.0M | 8.4% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $422K | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $348K | 2.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $344K | 2.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $337K | 2.8% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $286K | 2.3% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $276K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $182K | 1.5% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $174K | 1.4% | |
| BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $145K | 1.2% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $131K | 1.1% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $127K | 1.0% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $96K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $77K | 0.6% | |
| MFS MID CAP VALUE 2W WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $76K | 0.6% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $67K | 0.5% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $62K | 0.5% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $40K | 0.3% |
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