APEX CAPITAL MANAGEMENT
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #1974 of mapped providers
Assets under administration$20.7B0.0%Market share · rank #627
Fees received$280,627Median $32,000/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical APEX CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where APEX CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 1 | $32,000 | |
Contract Administrator; Custodial (securities)Code 13 | 1 | $12,844 | |
Direct payment from the plan; Consulting fees; Consulting (general)Code 16 | 1 | $36,078 | |
Investment advisory (plan); Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $199,705 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of APEX CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under APEX CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $17.6B |
GLAXOSMITHKLINE LLCPA · 231099050-003 | GENESIS ASSET MANAGERS LLP | $2.9B |
SHOPRITE SUPERMARKETS, INC.NY · 221705981-003 | MORGAN STANLEY SMITH BARNEY | $4M |
Plans lost in 2024
Appeared last year under APEX CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, LOCAL 38 & 812 IATSE PENSION TRUST FUNDMI · 382848288-001 | SOLXSYS ADMINISTRATIVE SOLUTIONS | $36M |
ABCO GROUP, INC.TN · 873594681-002 | HHM CPAS | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $36,078 | 1y | - |
GLAXOSMITHKLINE LLCPA · 231099050-003 | $2.9B | 35,701 | $12,844 | 1y | - |
RILEY CREEK LUMBER COMPANYID · 820366771-001 | $119M | 1,602 | $199,705 | 4y | 1 |
PITCAIRN COMPANYPA · 231209830-002 | $37M | 150 | $0 | 2y | - |
SHOPRITE SUPERMARKETS, INC.NY · 221705981-003 | $4M | 146 | $32,000 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into APEX CAPITAL MANAGEMENT.
- APEX
- APEX ACTUARIAL CONSULTANTS
- APEX CAPITAL
- APEX CAPITAL MANAGEMENT
- APEX CAPITAL MANAGEMENT INC
- APEX CAPITAL MANAGEMENT LLC
- APEX CAPITAL MANAGEMENT, INC.
- APEX CAPITAL MANAGEMENT, LLC
- APEX CAPITAL, LLC
- APEX CREDIT MANAGEMENT
- APEX CUSTODIAN MONITORING SERVICES
- APEX FIDUCIARY SERVICES, LLC
- APEX FINTECH SOLUTIONS
- APEX FUND SERVICES LLC
- APEX GROUP LTD
- APEX INVESTMENT ADVISORS
- APEX SCG
- APEX SMALL CAP GROWTH
- APEX SMALL MID GROWTH
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for APEX CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with APEX CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent