How big is Apex Financial Services' plan?

Apex Financial Services' plan reported $982K in assets and 8 participants for 2024.

Original filing (PDF)20251008095414NAL0005660577001

Apex Financial Services

Name: Apex Financial Services — Apex Financial Services, Form 5500 (2024)
Creator: Apex Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Financial Services 401(k) Plan

401(k) retirement plan · Apex Financial Services' Apex Financial Services 401(k) Plan held $982K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

People on this filing

CORY CLEM signed Apex Financial Services' 2024 Form 5500 as plan administrator.

CORY CLEM — 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 Financial Services' EIN is 92-2134092.

EIN 92-2134092

Plan number 001

Plan year 2024

ACK ID 20251008095414NAL0005660577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apex Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apex Financial Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX FINANCIAL SERVICES.

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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