Original filing (PDF)20250701113726NAL0030506850003

APEX MANAGEMENT COMPANY

Name: APEX MANAGEMENT COMPANY — CAMELOT REALTY INVESTMENTS GROUP, LTD. RETIREMENT TRUST, Form 5500 (2024)
Creator: APEX MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

CAMELOT REALTY INVESTMENTS GROUP, LTD. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APEX MANAGEMENT COMPANY.

Plan sponsor

Name

APEX MANAGEMENT COMPANY

EIN

86-1255468

Address

PO BOX 1312 · LUCASVILLE, OH · 45648

Phone

(740) 357-5291

Industry

All Other Professional Services· 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

R. B. NEEDHAM ADVISORY CORP.

R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST

$734K · 6 participants

TASK AEROSPACE, INC

TASK AEROSPACE, INC 401(K)

$734K · 20 participants

METRICSTORY

METRICSTORY 401(K) PLAN

$734K · 16 participants

VIBRANALYSIS, INC.

VIBRANALYSIS INC 401(K) PROFIT SHARING PLAN & TRUST

$734K · 64 participants

REDONDO ORTHOPEDIC PHYSICAL TH

REDONDO ORTHOPEDIC PHYSICAL TH 401(K) PROFIT SHARING PLAN & TRUST

$734K · 35 participants