Retirement plan

APPLE GROWTH PARTNERS 401(K) PLAN

Name: APPLE GROWTH PARTNERS, INC. - APPLE GROWTH PARTNERS 401(K) PLAN (2024) Form 5500
Creator: APPLE GROWTH PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLE GROWTH PARTNERS 401(K) PLAN, APPLE GROWTH PARTNERS, INC.

APPLE GROWTH PARTNERS, INC.EIN 34-1082617Plan #002PY 2024

1540 W MARKET ST - AKRON, OH 44313330-315-7820applegrowth.comLinkedIn51-200 employeesaccounting

Prospect flagsRecently cancelled planLow returnsFailed to transmit contributionsWind-down / frozen

Top hat statement on fileNQDC

Filed December 29, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

-100.0% from 2023

Total participants

-100.0% from 2023

Average account balance

-100.0% from 2023

Annual return

-21.52%

-39.77 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-21.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$50,769
ELLSWORTH ADVISORS LLC5 years Service code 27 1521 GEORGETOWN RD · HUDSON, OH 44212	Advisory (Plan)	$35,744
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,932
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL G Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025	Accounting	$1,213

Plan features & details

Pension benefit codes2E2F2G2J2K3D2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$90K

Recordkeeping$51K56.6%
Investment mgmt$38K42.0%
Other / not subdivided$1K1.4%

% of EOY assets

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: REHMANN ROBSON LLC
Auditor EIN: 383635706
Audit fees: $1,213
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,934-100.0%

$147,005-100.0%

$145,959-100.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

-21.52%

98.24%-119.8pp

418.76%-440.3pp

561.95%-583.5pp

Employer contribution / active EE

$5,287-100.0%

$4,934-100.0%

$4,661-100.0%

Participant deferral / active EE

$8,427-100.0%

$8,070-100.0%

$6,689-100.0%

Admin fee / account holder

$15,053-100.0%

$13,006-100.0%

$13,398-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$50,769

ELLSWORTH ADVISORS LLC5 years

Service code 27

1521 GEORGETOWN RD · HUDSON, OH 44212

Advisory (Plan)

$35,744

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,932

REHMANN ROBSON1 year

Filed as: REHMANN LLC DBA REHMANN FINANCIAL G

Service code 10

5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025

Accounting

$1,213

APPLE GROWTH PARTNERS 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLE GROWTH PARTNERS 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion