# Appletree Institute For Education Innovation, INC 403(b) Plan
Source: https://planprovider.pro/companies/appletree-institute-for-education-innovation-inc-403b-plan

> Appletree Institute For Education Innovation, INC's 403(b) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appletree Institute For Education Innovation, INC

- **Sponsor EIN:** 043331760

- **Sponsor Address:** 1801 MISSISSIPPI AVE SE FL 3RD, WASHINGTON, DC, 20020

- **Plan Type:** 403(b)

- **Total Participants:** 142

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|142|$5.3M|$471,132|$337,710|

| 2023|335|$4.1M|$255,483|$228,285|

| 2022|152|$3.6M|$320,232|$289,835|

## 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|

| NEWPORT GROUP, INC.|NONE|$7,127|—|$7,127|

| SB & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SB & COMPANY, LLC](https://planprovider.pro/provider/sb-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,127

- **Estimated Expense Ratio:** 0.136% 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|$7,067|—|$7,067|—|—|

| 2023|$200|—|$200|—|—|

| 2022|$220|—|$220|—|—|

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