Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APEXX ENTERPRISES, LLC
EIN 46-2083626Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
58
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 58 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APEXX ENTERPRISES RETIREMENT PLAN
401k
Assets$1.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APEX ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$879K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APEXX ENTERPRISES RETIREMENT PLAN | 401k | $1.7M | 31 | 2024 | |
| 002 | APEX ENTERPRISES CASH BALANCE PLAN | CashBalance | $879K | 27 | 2024 |
Retirement plans