APT Holdings, LLC's EIN is 84-3252042.
Download the official 2024 Form 5500 (PDF) for APT Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)APT Holdings, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
