How big is Apex Refrigeration & Boiler Co.'s plan?

Apex Refrigeration & Boiler Co.'s plan reported $7.2M in assets and 34 participants for 2024.

Original filing (PDF)20250908180140NAL0019661377001

Apex Refrigeration & Boiler Co.

Name: Apex Refrigeration & Boiler Co. — Apex 401(k) Profit, Form 5500 (2024)
Creator: Apex Refrigeration & Boiler Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex 401(k) Profit Sharing Plan

401(k) retirement plan · Apex Refrigeration & Boiler Co.'s Apex 401(k) Profit Sharing Plan held $7.2M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Apex Refrigeration & Boiler Co.'s EIN is 86-0874168.

EIN 86-0874168

Plan number 001

Plan year 2024

ACK ID 20250908180140NAL0019661377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Refrigeration & Boiler Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Refrigeration & Boiler Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

APEX REFRIGERATION & BOILER CO.

EIN

all filings

Address

2801 W. WILLETTA STREET · PHOENIX, AZ · 85009

Phone

(602) 854-1600

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator