# Appcast, INC. 401(k) Plan
Source: https://planprovider.pro/companies/appcast-inc-401k-plan

> Appcast, INC.'s 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appcast, INC.

- **Sponsor EIN:** 470992200

- **Sponsor Address:** 10 WATER STREET, LEBANON, NH, 03766

- **Plan Type:** 401(k)

- **Total Participants:** 334

- **Total Assets:** $29.6M

## 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|334|$29.6M|$1.2M|$3.4M|

| 2023|159|$10.6M|$514,976|$1.7M|

| 2022|180|$6.9M|$539,835|$1.6M|

## 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|

| CREATIVE PLANNING LLC|ADVISOR|$44,729|—|$44,729|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$16,730|—|$16,730|

| BAKER NEWMAN AND NOYES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,459

- **Estimated Expense Ratio:** 0.207% of plan assets

### 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|$69,658|$44,779|$2,714|—|—|

| 2023|$3,464|—|$3,464|—|—|

| 2022|$6,790|—|$6,790|—|—|

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