Plan Snapshot
- Plan Sponsor: Apeel Technology, INC.
- Sponsor EIN: 455551038
- Sponsor Address: 71 S. LOS CARNEROS ROAD, GOLETA, CA, 93117
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $19.7M | $572,129 | $1.2M |
| 2023 | 114 | $18.6M | $927,447 | $1.6M |
| 2022 | 248 | $15.8M | $1.7M | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,740 | $7,698 | $300 | — | — |
| 2023 | $14,303 | $6,291 | — | — | — |
| 2022 | $5,719 | $2,855 | — | — | — |