Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 872510069Clear all

Plans

  • planApex Fintech Services 401(K) PlanFinancial statementProvider compensation2023 filing
    $64.7Mreported assets (EOY)
    Sponsor: Apex Fintech Services LLCEIN: 87-2510069Plan: 001Participants: 824Assets: $64,667,508Net assets: $64.7MAssets / participant: $78.5KLocation: Dallas, TXLatest: 2023
    View financial statement →