Apogee Enterprises, Inc. 401(k) Retirement Plan
Sponsored by Apogee Enterprises, Inc. · EIN 410919654 · Plan #005
- Total assets
- $497M
- Net assets
- $497M
- Active participants
- 3,614
- With balances
- 4,681
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Institutional Investment Advisors Corp CRD 126055 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $448,841 |
| Prudential Insurance Comany | Investment management, Other services, Investment management fees (direct) | $68,547 |
| Prudential Trust Co | Investment management, Other services, Investment management fees (direct) | $61,692 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Deloitte & Touche Llp | Accounting, Other fees | $0 |
| Institutional Investment | Investment advisory (plan), Other fees | $0 |