PAM Ringquist signed AP4 Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AP4 Group LLC's EIN is 88-2551248.
Download the official 2024 Form 5500 (PDF) for AP4 Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AP4 Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | RIA | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Class K State Street Global Advisors State Street Target Retirement 2035 N/R | Other securities | — | — | $1.3M | 11.9% | |
| Growth Fund Class R6 Fidelity Investments Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $1.3M | 11.6% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2040 N/R | Other securities | — | — | $850K | 7.7% | |
| Class I Dodge & Cox Dodge & Cox Stock Fund Class I N/R | Mutual Funds | — | — | $766K | 6.9% | |
| Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $621K | 5.6% | |
| Class K State Street Global Advisors State Street Target Retirement 2025 N/R | Other securities | — | — | $574K | 5.2% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2045 N/R | Other securities | — | — | $560K | 5.1% | |
| Fund Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $458K | 4.1% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $454K | 4.1% | |
| Vanguard Federal Money Market N/R | Mutual Funds | — | — | $426K | 3.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $419K | 3.8% | |
| Fund Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $379K | 3.4% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2030 N/R | Other securities | — | — | $345K | 3.1% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2055 N/R | Other securities | — | — | $290K | 2.6% | |
| First Eagle Investments First Eagle Gold Fund Class R6 N/R | Other securities | — | — | $282K | 2.6% | |
| Class R6 Schwab Investments Charles Schwab Treasury Inflation N/R | U.S. Treasuries | — | — | $256K | 2.3% | |
| Company Guaranteed Income Fund * Notes Receivable from Varying maturities through 2038 with $0 | Common Stocks | — | — | $251K | 2.3% | |
| Class R6 JPMorgan Mid Cap Growth Fund N/R | Other securities | — | — | $222K | 2.0% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2050 N/R | Other securities | — | — | $199K | 1.8% | |
| Fully Benefit Responsive * John Hancock Life Insurance John Hancock Stable Value N/R | Stable Value | — | — | $134K | 1.2% | |
| Fund Class I Fidelity Investments Fidelity Emerging Markets Index N/R | Mutual Funds | — | — | $133K | 1.2% | |
| Protected Securities Index Fund Vanguard Short-Term Treasury N/R | Common Collective Trusts | — | — | $131K | 1.2% | |
| MFS International Growth Fund N/R | Mutual Funds | — | — | $119K | 1.1% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2060 N/R | Other securities | — | — | $107K | 1.0% | |
| Invesco Small Cap Value Fund N/R | Mutual Funds | — | — | $106K | 1.0% | |
| American Century Investments American Century Small Cap N/R | Other securities | — | — | $98K | 0.9% | |
| Nuveen Strategic Income Fund N/R | Mutual Funds | — | — | $73K | 0.7% | |
| Class R6 Victory Capital Victory Sycamore Established Value N/R | Other securities | — | — | $58K | 0.5% | |
| Index Fund Admiral Shares Capital Group American Funds Moderate Growth N/R | Common Collective Trusts | — | — | $36K | 0.3% | |
| Fund Class K Dimensional Fund Advisors DFS Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $33K | 0.3% | |
| Fund Class K State Street Global Advisors State Street Target Retirement 2065 N/R | Other securities | — | — | $32K | 0.3% | |
| and Income Portfolio State Street Global Advisors State Street Target Retirement Fund N/R | Other securities | — | — | $23K | 0.2% | |
| Fund Capital Group The Bond Fund of America Class R6 N/R | Common Stocks | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
