OpenERISA

Apex Fund Services (Charlotte) LLC

New York, NY, 100226017

EIN 42-1644246
Plans
2
Total participants
3,700
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Apex Fund Services 401(K) Plan655
2024Form 5500501Apex Fund Services Welfare Benefits Plan425
2023Form 5500001Apex Fund Services 401(K) Plan336
2023Form 5500501Apex Fund Services Welfare Benefits Plan421
2022Form 5500001Apex Fund Services 401(K) Plan485
2022Form 5500501Apex Fund Services Welfare Benefits Plan270
2021Form 5500001Apex Fund Services 401(K) Plan349
2021Form 5500501Apex Fund Services Welfare Benefits Plan445
2020Form 5500001Apex Fund Services 401(K) Plan81
2020Form 5500501Apex Fund Services Welfare Benefits Plan233

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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