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Sponsor portfolio

APEX PHARMACY

EIN 20-2884041-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
47
1051 E GRAND AVE - ARROYO GRANDE, CA 93420805-481-5050
Plans on this EIN
2 filings
#002401k-$1.4M - 31 part#001TraditionalDB-$1.4M - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PROFIT SHARING PLAN (#002)50%
  • DEFINED BENEFIT PENSION (#001)50%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)31
  • DEFINED BENEFIT PENSION (#001)16
Total 47Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APEX PHARMACY 401 (K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

APEX PHARMACY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002APEX PHARMACY 401 (K) PROFIT SHARING PLAN401k$1.4M312024
001APEX PHARMACY DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M162024
Retirement plans
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