A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?APOGEE FINANCIAL PARTNERS, LLC
APOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received May 12, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks somewhat stronger than typical peers.
71plan health
high confidence
high confidence
$6,108 was reported per active participant, but this is not a match limit.
The official filing does not state the current vesting schedule.
ble from participants 551,395 688,204 Total contributions and investment (loss) income: (46,361,316) 96,159,583 DEDUCTIONS: Distributions to participants (50,129,074) (56,749,263) Administrative expenses (698,404) (767,402) Total deductions (50,827,478) (57,516,665) NET (DECREASE) INCREASE IN NET ASSETS (97,188,794) 38,642,918 NET ASSETS AVAILABLE FOR BENEFITS — At beginning of year 504,601,870 465,958,952 NET ASSETS AVAILABLE FOR BENEFITS — At end of year $ 407,413,076 $ 504,601,870 See notes to financial statements.
f the Internal Revenue Code 2.
bility - Under the terms of the Plan, a nonunion employee, or a union employee within a union agreement to participate, scheduled to work 1,000 hours in a 12-month period shall be eligible to participate in the Plan upon attaining age 18 and completing 30 days of qualified service.
60% of their compensation withheld and contributed to their basic account in the Plan, subject to the Internal Revenue Service (“IRS”) pretax contribution limits.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202569out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions72nd percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense62nd percentileTypical peer $105 · based on 18,019 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, APOGEE FINANCIAL PARTNERS, LLC reported $12,215 in employer contributions across this plan, or $6,108 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $12,215 $6,108 per active participant
- Participant contributions
- $15,499
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 44.1%
- Active participants
- 2 Small plan
- Total participants
- 6 8 at the beginning of the year
- Ending assets
- $99,889 $16,648 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $106,231
- Ending net assets
- $99,889
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $42,762
- Total expenses
- $49,104
- Administrative expenses
- $300 $50 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$6,108
2025
$50
2025
2
2025
$99,889
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $6,108 | 2 | 99.9K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 833858503-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2021
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2022APOGEE ENTERPRISES, INC. — 11-K filed 2023-06-28 ↗
Official filing · details not yet checkedWhat it says about automatic enrollment
60% of their compensation withheld and contributed to their basic account in the Plan, subject to the Internal Revenue Service (“IRS”) pretax contribution limits. Participants are automatically enrolled into the Plan at a deferral rate of 3% of their compensation. For those participants who were automatically enrolled in the Plan and had not modified their deferral rate, the Plan adds a 1% increase to their deferral as of January first each year, until a deferral rate of 10% is achieved. Participants can choose at any time to discontinue contributions. For the years ended December 31, 2022 and December 31, 2021, the Company contributed for eligible nonunion and union participants an amount equal to 100% of the first 1% deferred, and 50% on the next 5% deferred. Contributions made by partic
What it says about fees
ble from participants 551,395 688,204 Total contributions and investment (loss) income: (46,361,316) 96,159,583 DEDUCTIONS: Distributions to participants (50,129,074) (56,749,263) Administrative expenses (698,404) (767,402) Total deductions (50,827,478) (57,516,665) NET (DECREASE) INCREASE IN NET ASSETS (97,188,794) 38,642,918 NET ASSETS AVAILABLE FOR BENEFITS — At beginning of year 504,601,870 465,958,952 NET ASSETS AVAILABLE FOR BENEFITS — At end of year $ 407,413,076 $ 504,601,870 See notes to financial statements. 3 Table of Contents APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN NOTES TO FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021 1. Summary Description of the Plan The following description of the Apogee Enterprises, Inc. 401(k) Retirement Plan (the
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260512125413NAL0006810705001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗