# Apple Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/apple-federal-credit-union-401k-plan

> Apple Federal Credit Union's 401(k) plan: 643 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apple Federal Credit Union

- **Sponsor EIN:** 540629628

- **Sponsor Address:** 4097 MONUMENT CORNER DRIVE, FAIRFAX, VA, 22030

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

- **Total Participants:** 643

- **Total Assets:** $60.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|643|$60.4M|$1.8M|$3.5M|

| 2023|521|$48.8M|$1.8M|$3.4M|

| 2022|502|$38.3M|$1.5M|$3.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$46,555|—|$46,555|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,473|—|$21,473|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,028

- **Estimated Expense Ratio:** 0.113% 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|$67,467|$21,473|—|—|—|

| 2023|$66,175|$23,583|—|—|—|

| 2022|$58,514|$22,776|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apple-federal-credit-union-401k-plan)

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