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  1. Companies/
  2. Apogee Advisors, LLC

Filings through Oct 24, 2026.

Apogee Advisors, LLC

EIN 46-3623619-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$92K assets
Health & Benefits
0
Participants
3
11602 W CENTER RD, HQ119 - OMAHA, NE 68144402-598-1107
Plans on this EIN
1 filing
#002401(k)-$92K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

APOGEE ADVISORS 401(K) PLAN

401(k)

Assets$92K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002APOGEE ADVISORS 401(K) PLAN401(k)$92K32025
  • APOGEE ADVISORS 401(K) PLAN$92K
    #002 · 401(k) · 20253
Retirement plans
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