Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $13.7M assets / 122 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | APPTEON, INC. RETIREMENT PLAN | Cash balance | $8.8M | 23 | 2025 |
| #002 | APPTEON, INC. PROFIT SHARING PLAN | Profit-sharing | $2.6M | 51 | 2025 |
| #001 | APPTEON, INC 401(K) PLAN | 401(k) | $2.2M | 48 | 2025 |