Original filing (PDF)20251219220113NAL0007251617034

Apex Planning LLC DBA ELM Planning

Name: Apex Planning LLC DBA ELM Planning — Apex Planning, Form 5500 (2024)
Creator: Apex Planning LLC DBA ELM Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Planning LLC DBA ELM Planning 401(k) Plan

401(k) retirement plan · Apex Planning LLC DBA ELM Planning's Apex Planning LLC DBA ELM Planning 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Apex Planning LLC DBA ELM Planning's EIN is 85-3639914.

EIN 85-3639914

Plan number 001

Plan year 2024

ACK ID 20251219220113NAL0007251617034

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Planning LLC DBA ELM Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Planning LLC DBA ELM Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX PLANNING LLC DBA ELM PLANNING.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score