# Apeel Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/apeel-technology-inc-401k-plan

> Apeel Technology, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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