How big is Apex Advisors & CPA'S, PC's plan?

Apex Advisors & CPA'S, PC's plan reported $2.1M in assets and 8 participants for 2025.

Original filing (PDF)20260427155739NAL0008775649001

Apex Advisors & CPA'S, PC

Name: Apex Advisors & CPA'S, PC — Apex Advisors & CPA'S, Form 5500 (2025)
Creator: Apex Advisors & CPA'S, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Advisors & CPA'S, PC 401(k) Plan

401(k) retirement plan · Apex Advisors & CPA'S, PC's Apex Advisors & CPA'S, PC 401(k) Plan held $2.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jeffrey Finley signed Apex Advisors & CPA'S, PC's 2025 Form 5500 as plan administrator.

Jeffrey Finley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Apex Advisors & CPA'S, PC's EIN is 91-1862215.

EIN 91-1862215

Plan number 001

Plan year 2025

ACK ID 20260427155739NAL0008775649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Apex Advisors & CPA'S, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Apex Advisors & CPA'S, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX ADVISORS & CPA'S, PC.

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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

Knocking points off