Plan Snapshot
- Plan Sponsor: Apple Growth Partners, INC.
- Sponsor EIN: 341082617
- Sponsor Address: 1540 W MARKET ST, AKRON, OH, 44313
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $208,695 | $960,778 |
| 2023 | 127 | $16.7M | $380,925 | $1.3M |
| 2022 | 109 | $13.2M | $201,765 | $700,687 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | $1,213 | — | $1,213 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,213
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 | $89,658 | $37,676 | — | $1,213 | — |
| 2023 | $60,876 | $37,293 | — | — | — |
| 2022 | $28,823 | — | $28,823 | — | — |