Janel Geerts signed Apollo Intelligence Operating LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apollo Intelligence Operating LLC's EIN is 85-3830415.
Download the official 2024 Form 5500 (PDF) for Apollo Intelligence Operating LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apollo Intelligence Operating LLC's plan includes 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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | — | $2.1M | 19.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.0M | 19.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $918K | 8.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $723K | 6.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $670K | 6.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $621K | 5.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $604K | 5.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $585K | 5.5% | |
| funds * AssetMark /American Funds Moderate Growth | Common Collective Trusts | — | — | $256K | 2.4% | |
| AMER FDS MOD GRWTH MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $256K | 2.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $246K | 2.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $199K | 1.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $190K | 1.8% | |
| AssetMark /Aris Social Instl - Aggressive Strategy | Other securities | — | — | $176K | 1.7% | |
| SOCIAL INSTL AGGR STRAT MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $176K | 1.7% | |
| AssetMark /American Funds Growth Ret | Mutual Funds | — | — | $169K | 1.6% | |
| AMER FDS GRWTH MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $169K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $163K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $137K | 1.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $120K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $118K | 1.1% | |
| AssetMark /American Funds Growth & Income Ret | Mutual Funds | — | — | $76K | 0.7% | |
| AMER FDS GRWTH AND INC MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $76K | 0.7% | |
| MFS Series Trust MFS Value Fund Class R6 | Mutual Funds | — | — | $62K | 0.6% | |
| secured by participant account balances | Other securities | — | — | $60K | 0.6% | |
| American Century Investments American Century Emerging Markets Fund R6 Class | Other securities | — | — | $44K | 0.4% | |
| Hartford Mutual Funds The Hartford International Opportunities Fund Class R6 | Other securities | — | — | $34K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $29K | 0.3% | |
| Hartford Mutual Funds Hartford Schroders US MidCap Opportunities Fund | Other securities | — | — | $27K | 0.2% | |
| BlackRock Total Return Fund Class K Shares | Other securities | — | — | $25K | 0.2% | |
| Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $24K | 0.2% | |
| SOCIAL INSTL VERY AGGR STAT MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $24K | 0.2% | |
| BlackRock Income Fund Class K Shares | Other securities | — | — | $23K | 0.2% | |
| AssetMark Social Inst Moderate | Other securities | — | — | $12K | 0.1% | |
| SOCIAL INSTL MOD STRAT MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $12K | 0.1% | |
| SOCIAL INSTL 100% EQUIT STRAT MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $12K | 0.1% | |
| AssetMark /American Funds Moderate Growth & Income | Mutual Funds | — | — | $10K | <0.1% | |
| AMER FDS MOD GRWTH AND INC MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $10K | <0.1% | |
| AssetMark /American Funds Conservative Growth & Income * AssetMark Ret, Profile 2 Strategy | Mutual Funds | — | — | $10K | <0.1% | |
| AMER FDS CONSRV GROWTH AND INC MID ATLANTIC TRUST COMPANY · EIN 27-3169253 / PN 000 | Common Collective Trust | — | — | $10K | <0.1% | |
| BlackRock Advantage Small Cap Core Fund Class K | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
