Justin PYNE signed Apcon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apcon, Inc.'s EIN is 93-1166552.
Download the official 2024 Form 5500 (PDF) for Apcon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apcon, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.0M | 12.6% | |
| PUTNAM RETIREMENT ADVANTAGE MATURIT PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.4M | 8.7% | |
| Vanguard Total Stock Market Index Adm - | Common Collective Trusts | — | — | $1.4M | 8.5% | |
| Putnam Growth Opportunities R6 - | Mutual Funds | — | — | $1.2M | 7.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| Vanguard 500 Index Admiral - | Common Collective Trusts | — | — | $1.0M | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $900K | 5.6% | |
| Empower Key Guaranteed Portfolio Fund *** - | Other securities | — | — | $771K | 4.8% | |
| American Funds New Perspective R6 - | Mutual Funds | — | — | $751K | 4.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $416K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $398K | 2.5% | |
| T. Rowe Price Blue Chip Growth I - | Other securities | — | — | $339K | 2.1% | |
| Putnam Large Cap Value R6 - | Mutual Funds | — | — | $327K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $298K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral - | Mutual Funds | — | — | $270K | 1.7% | |
| T. Rowe Price Dividend Growth I - | Other securities | — | — | $173K | 1.1% | |
| Fidelity Mid Cap Index - | Mutual Funds | — | — | $169K | 1.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $166K | 1.0% | |
| T. Rowe Price Capital Appreciation I - | Other securities | — | — | $161K | 1.0% | |
| Participant Loans Interest: 4.25%-9.50% with maturities from - | Bonds / Notes | — | — | $146K | 0.9% | |
| iShares Russell 2000 Small-Cap Index K - | Common Collective Trusts | — | — | $144K | 0.9% | |
| PIMCO Income Instl - | Mutual Funds | — | — | $122K | 0.8% | |
| BlackRock High Yield Bond Portfolio K - | Other securities | — | — | $118K | 0.7% | |
| Fidelity Advisor Energy I - | Mutual Funds | — | — | $113K | 0.7% | |
| Invesco Developing Markets R6 - | Mutual Funds | — | — | $111K | 0.7% | |
| Janus Henderson Venture N - | Mutual Funds | — | — | $94K | 0.6% | |
| Franklin Utilities R6 - | Mutual Funds | — | — | $94K | 0.6% | |
| BlackRock Health Sciences Opps K - | Other securities | — | — | $86K | 0.5% | |
| John Hancock Bond R6 - | Other securities | — | — | $81K | 0.5% | |
| Fidelity Advisor International Growth I - | Mutual Funds | — | — | $79K | 0.5% | |
| PIMCO Int Bond (USD-Hedged) Inst - | U.S. Treasuries | — | — | $69K | 0.4% | |
| Empower T. Rowe Price Mid Cap Gr Inst - | Other securities | — | — | $54K | 0.3% | |
| Delaware Small Cap Value R6 - | Other securities | — | — | $37K | 0.2% | |
| BlackRock Life Path Index 2055 K - | Other securities | — | — | $32K | 0.2% | |
| Empower Mid Cap Value Instl - | Other securities | — | — | $25K | 0.2% | |
| BlackRock Life Path Index 2060 K - | Other securities | — | — | $12K | <0.1% | |
| BlackRock Life Path Index 2050 K - | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MT. HOOD PENSION SERVICE, LLC | 22-3859477 | — | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH CPAS & ADVISORS LLP | — | SALEM, OR | AUDITOR | $15K | — |
