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Sponsor portfolio

APPTEON, INC.

EIN 20-0462547-information technology and services-Latest filing 2025
Plans
3
Retirement
3
$13.7M assets
Welfare
0
Participants
122
1893 METRO CENTER DRIVE, SUITE 106 - RESTON, VA 20190703-698-6846LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
3 filings
#003CashBalance-$8.8M - 23 part#002ProfitSharing-$2.6M - 51 part#001401k-$2.2M - 48 part

Retirement portfolio analytics

3 plans aggregated / $13.7M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC. RETIREMENT PLAN (#003)65%
  • PROFIT SHARING PLAN (#002)19%
  • APPTEON, INC 401(K) (#001)16%
Total $13.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)51
  • APPTEON, INC 401(K) (#001)48
  • INC. RETIREMENT PLAN (#003)23
Total 122Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

APPTEON, INC. RETIREMENT PLAN

CashBalance

Assets$8.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APPTEON, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.6M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

APPTEON, INC 401(K) PLAN

401k

Assets$2.2M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003APPTEON, INC. RETIREMENT PLANCashBalance$8.8M232025
002APPTEON, INC. PROFIT SHARING PLANProfitSharing$2.6M512025
001APPTEON, INC 401(K) PLAN401k$2.2M482025
Retirement plans
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