Aptum Technologies (USA) Inc.'s EIN is 86-1070209.
Download the official 2024 Form 5500 (PDF) for Aptum Technologies (USA) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aptum Technologies (USA) Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.6M | 78.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.0M | 20.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.9M | 19.5% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.4M | 14.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.4M | 14.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $656K | 6.8% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $578K | 6.0% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $571K | 5.9% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $207K | 2.1% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $204K | 2.1% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $202K | 2.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $162K | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $153K | 1.6% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $59K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $38K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $36K | 0.4% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $14K | 0.1% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $10K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $27K | — |
