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Companies

companyApogee Enterprises, Inc. C/O Tracy Thompson
$461.6Mreported plan assets
EIN: 41-0919654Location: MNPlans: 7Participants: 21,118Latest: 2023
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Plans

planApogee Enterprises, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
$461.6Mreported assets (EOY)
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 005Participants: 5,469Assets: $461,622,193Net assets: $461.6MAssets / participant: $84.4KLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises, Inc. Long Term Disability Plan2023 filing
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 501Participants: 3,119Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises, Inc. Flexible Benefit Plan2023 filing
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 503Participants: 457Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises, Inc. Business Travel Accident Insurance Plan2023 filing
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 506Participants: 4,218Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises, Inc. Supplemental Life Insurance Plan2023 filing
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 507Participants: 1,592Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises, Inc., Long Term Care Plan2023 filing
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 508Participants: 17Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planApogee Enterprises Inc. Comprehensive Welfare PlanProvider compensation2023 filing
Sponsor: Apogee Enterprises, Inc. C/O Tracy ThompsonEIN: 41-0919654Plan: 509Participants: 6,246Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Apogee Enterprises, Inc. 401(K) Retirement Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 005Ack ID: 20240709135314NAL0027551826001
filing2023 Form 5500 — Apogee Enterprises, Inc. Long Term Disability Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 501Ack ID: 20240708140451NAL0012399297001
filing2023 Form 5500 — Apogee Enterprises, Inc. Flexible Benefit Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 503Ack ID: 20240708140857NAL0007324883001
filing2023 Form 5500 — Apogee Enterprises, Inc. Business Travel Accident Insurance Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 506Ack ID: 20240708140755NAL0024913490001
filing2023 Form 5500 — Apogee Enterprises, Inc. Supplemental Life Insurance Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 507Ack ID: 20240708140551NAL0014200065001
filing2023 Form 5500 — Apogee Enterprises, Inc., Long Term Care Plan
Sponsor: Apogee Enterprises, Inc.EIN: 41-0919654Plan: 508Ack ID: 20240708140655NAL0019339472001
filing2023 Form 5500 — Apogee Enterprises Inc. Comprehensive Welfare Plan
Sponsor: Apogee Enterprises, Inc. C/O Tracy ThompsonEIN: 41-0919654Plan: 509Ack ID: 20240708140243NAL0007984355001