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Sponsor portfolio

APEX DATA SOLUTIONS, LLC

EIN 32-0432649-information technology and services-Latest filing 2024
Plans
2
Retirement
2
$850K assets
Welfare
0
Participants
8
334 EAST LAKE ROAD, #116 - PALM HARBOR, FL 34684813-579-3730apexdatasolutions.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$524K - 7 part#002TraditionalDB-$326K - 1 part

Retirement portfolio analytics

2 plans aggregated / $850K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • LLC RETIREMENT PLAN (#001)62%
  • SOLUTIONS, LLC PENSION (#002)38%
Total $850KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)7
  • SOLUTIONS, LLC PENSION (#002)1
Total 8Click 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#001

APEX DATA SOLUTIONS, LLC RETIREMENT PLAN

401k

Assets$524K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APEX DATA SOLUTIONS, LLC PENSION PLAN

TraditionalDB

Assets$326K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001APEX DATA SOLUTIONS, LLC RETIREMENT PLAN401k$524K72024
002APEX DATA SOLUTIONS, LLC PENSION PLANTraditionalDB$326K12024
Retirement plans
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