Plan Snapshot
- Plan Sponsor: Apple Bank
- Sponsor EIN: 130822710
- Sponsor Address: 122 EAST 42ND STREET, 9TH FLOOR, NEW YORK, NY, 10168
- Plan Type: 401(k)
- Total Participants: 1,308
- Total Assets: $171.0M
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 | 1,308 | $171.0M | $5.1M | $11.1M |
| 2023 | 1,347 | $144.9M | $4.9M | $10.6M |
| 2022 | 1,284 | $116.9M | $4.3M | $9.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $218,329 | — | — | — | — |
| 2023 | $191,664 | — | — | — | — |
| 2022 | $170,986 | — | — | — | — |