Apogee Medical Management Inc 401(k) Plan: Login, Facts & Contact Information

Apogee Medical Management Inc 401(k) Plan Facts

Plan name
APOGEE MEDICAL GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
APOGEE MEDICAL MANAGEMENT, INC.
Participants
1,679 (1,141 active employees)
Former employees with a balance
618
Plan assets
$139,488,532 at Dec 31, 2024
Average account balance
$104,018 across 1,341 accounts
Employer contributions
$593,655 in plan year 2024 (4% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2002
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.7 million went into the plan in contributions, $593,655 of it from the employer (4%).
  • $17.0 million was paid out to participants.
  • Investment and other income added $20.1 million.
  • Administrative expenses were $200,892, about $150 per account.

How the Apogee Medical Management Inc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,642$70.7 million$295,373$5.45 million
20201,659$82.2 million$349,950$10.2 million
20211,603$103.1 million$430,600$8.35 million
20221,566$96.1 million$344,705$4.66 million
20231,618$121.0 million$476,473$6.94 million
20241,679$139.5 million$593,655$17.0 million

Apogee Medical Management Inc 401(k) Contact Information

Phone
602-778-3695
Mailing address
15059 N. SCOTTSDALE RD SUITE 600, SCOTTSDALE AZ 85254
Plan sponsor
APOGEE MEDICAL MANAGEMENT, INC.
Employer identification number (EIN)
43-1974753
Plan number
001

Questions about the Apogee Medical Management Inc 401(k)

Does Apogee Medical Management Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $593,655, 4% of all contributions.

Does the Apogee Medical Management Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Apogee Medical Management Inc 401(k) plan?

1,679 participants at the start of plan year 2024, 1,141 of them active employees, and 618 former employees who still had money in the plan.

What is the average 401(k) balance at Apogee Medical Management Inc?

About $104,018 per account: $139.5 million in plan assets across 1,341 accounts with a balance at the end of plan year 2024.

Who manages the Apogee Medical Management Inc 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Apogee Medical Management Inc. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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