# Apple INC. 401(k) Plan
Source: https://planprovider.pro/companies/apple-inc-401k-plan

> Apple INC.'s 401(k) plan: 101,217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WILLIAM BLAIR INVESTMENT MGMT|NONE|$2,561,538|—|$2,561,538|

| FINANCIAL ENGINES|NONE|$1,929,300|—|$1,929,300|

| BARROW, HANELY, MEWHINNEY & STRAUS|NONE|$1,521,364|—|$1,521,364|

| FID INV INST OPS CO|NONE|$1,394,585|—|$1,394,585|

| MARINER WEALTH ADVISORS, LLC|NONE|$58,735|—|$58,735|

| FISHER INVESTMENT|NONE|$52,243|—|$52,243|

| ENVESTNET ADVISORY CORP|NONE|$18,254|—|$18,254|

| CORIENT|NONE|$13,611|—|$13,611|

| CHURCHILL MGMT GROUP|NONE|$12,293|—|$12,293|

| SFMG WEALTH ADVISORS|NONE|$10,330|—|$10,330|

| CREATIVE PLANNING|NONE|$10,222|—|$10,222|

| DYNAMIC WEALTH|NONE|$7,106|—|$7,106|

| ABSOLUTE CAPITAL MGMT|NONE|$5,854|—|$5,854|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

- [CORIENT](https://planprovider.pro/provider/creative-planning) — NONE

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,595,435

- **Estimated Expense Ratio:** 0.031% 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|$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|

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