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

> Apple Tree Enterprises, INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apple Tree Enterprises, INC.

- **Sponsor EIN:** 561030082

- **Sponsor Address:** 195 UNDERWOOD ROAD, FLETCHER, NC, 28732

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

- **Total Participants:** 131

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|131|$5.4M|$73,516|$555,421|

| 2023|125|$4.4M|$70,222|$568,410|

| 2022|112|$4.4M|$68,113|$532,006|

## 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|

| ELLIOTT DAVIS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT DAVIS, LLC](https://planprovider.pro/provider/elliott-davis-llc) — 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|$1,192|$217|—|—|—|

| 2023|$1,152|$33|—|—|—|

| 2022|$5,657|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apple-tree-enterprises-inc-401k-plan)

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