# The Teknor Apex Company Retirement Plan

The Teknor Apex Company Retirement Plan is a Corporate Pension Plan based in Pawtucket, United States.

## Overview

- **Organization type:** Corporate Pension Plan
- **Headquarters:** Pawtucket, United States
- **Region:** North America
- **Address:** Pawtucket, RI, United States
- **Assets under management:** Undisclosed
- **Website:** teknorapex.com

## Regulatory record

- **Reports private funds:** No

## About

Teknor Apex Company Retirement Plan is a private pension fund for Teknor Apex Company employees. It focuses on investments in the biotechnology and life sciences sectors.

## Sectors

- Venture Capital

## People

- Jonathan Fain — Chairman (former CEO), Trustee
- Bertram Lederer — Director, Trustee
- Mike Roberts — Chief Innovation Officer

## Questions

### Who runs investment decisions at The Teknor Apex Company Retirement Plan?

Fiduciary oversight rests with trustees Jonathan Fain and Bertram Lederer, both long-tenured directors of parent company Teknor Apex. Jonathan Fain serves as Chairman and previously led the company as CEO. Chief Innovation Officer Mike Roberts participates in investment committee work, bridging the plan's venture commitments with the parent company's technology-monitoring function.

### How is the pension plan related to Teknor Apex Company?

The plan is the defined-benefit (D.B.) retirement vehicle for employees of Teknor Apex and its subsidiary Truex Incorporated. It is not a separate legal entity marketing to outside investors — it exists solely as the sponsor's retirement liability management structure, with fiduciaries drawn from Teknor Apex's own board and executive team.

### What types of venture capital does the plan commit to?

Public filings indicate a preference for generalist venture capital commitments — funds that invest across sectors and stages rather than narrowly thematic vehicles. The plan has historically appeared on LP rolls for both early-stage and growth-equity funds, though it does not publicly release the names of its GP relationships or specific commitment sizes.

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- [The Summit Charitable Foundation](https://altss.com/profile/the-summit-charitable-foundation)
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Last updated: 2026-06-03T20:00:00.000Z

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