Plan Snapshot
- Plan Sponsor: Apple INC.
- Sponsor EIN: 942404110
- Sponsor Address: ONE APPLE PARK WAY, CUPERTINO, CA, 95014
- Plan Type: 401(k)
- Total Participants: 101,217
- Total Assets: $24.7B
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 | 101,217 | $24.7B | $733.7M | $1.5B |
| 2023 | 101,450 | $19.8B | $679.5M | $1.3B |
| 2022 | 106,111 | $15.0B | $595.7M | $1.2B |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG 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 | $7,357,584 | $6,241,456 | — | — | — |
| 2023 | $9,670,850 | $6,778,590 | $2,755,271 | — | — |
| 2022 | $7,693,308 | $5,474,762 | $2,093,106 | — | $98,184 |