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Sponsor portfolio

APEXIUM FINANCIAL, LP

EIN 47-4515025-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
11
1920 MCKINNEY AVE STE 700 - DALLAS, TX 75201212-225-9500apexiumfin.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 11 part

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Retirement#001

APEXIUM FINANCIAL, LP 401(K) PLAN

401k

Assets$2.7M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEXIUM FINANCIAL, LP 401(K) PLAN401k$2.7M112025
Retirement plans
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