Plan Snapshot
- Plan Sponsor: Apple Federal Credit Union
- Sponsor EIN: 540629628
- Sponsor Address: PO BOX 1200, FAIRFAX, VA, 22038
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 594
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 594 | $0 | $0 | $0 |
| 2024 | 555 | $0 | $0 | $0 |
| 2023 | 529 | $0 | $0 | $0 |
| 2022 | 532 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VA | Investment Advisor | $178,347 | — | $178,347 |
| HEALTH KEEPERS, INC. | Other Service Provider | — | $108,317 | $108,317 |
| AP BENEFIT ADVISORS LLC | Investment Advisor | — | $83,449 | $83,449 |
| AETNA BEHAVIORAL HEALTH LLC | Other Service Provider | $17,655 | — | $17,655 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,768
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |