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Original filing (PDF)20251015202420NAL0007269392001
APOLLO TECHNOLOGIES,
Form 5500
FILING_RECEIVED
OPENLOOP 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
138
Accounts w/ balance
216
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Fund Vanguard 0" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOLLO TECHNOLOGIES,.
Plan sponsor
Name
APOLLO TECHNOLOGIES,
DBA
OPENLOOP
EIN
84-4147978
Address
317 6TH AVENUE · SUITE #400 · DES MOINES, IA · 50309
Phone
(616) 560-6360
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MARLON TELLO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
26 direct securities· $2.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $640K | 27.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $603K | 25.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $197K | 8.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $189K | 8.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $170K | 7.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $124K | 5.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $113K | 4.9% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $43K | 1.8% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $42K | 1.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $41K | 1.7% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $33K | 1.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $27K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $23K | 1.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $21K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $18K | 0.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $9K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $8K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $7K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $4K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 263 Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $4K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 57 Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $3K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | 0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | 0.1% | |
| Yes No Amount a | — | — | — | $3K | 0.1% |