Plan Ledger DOL Form 5500 · updated monthly

Appleone, Inc.401(k)

THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR STAFF EMPLOYEES · GLENDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Appleone, Inc. reported $205,985 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.23% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,259th-largest of 9,483 plans among California employers on file, and the 209th of 2,534 in administrative & support services. In 2024, employees put in $15790.14 for every $1.00 the employer contributed; active participation has shrunk from 1,227 to 663 since 2022.

Plan summary
Net assets, end of year$74,935,650
Participants with balances1,254
Active participants663
Employer contributions$259
Employee contributions$4,089,646
Employer contribution per active participant$0
Average account balance$59,757
Benefits paid to participants$7,479,332
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.9M · 1,254 accts · $259 emplr
2023$64.1M · 1,165 accts · $355K emplr
2022$55.7M · 1,340 accts · $370K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,519
Investment management$82,972
Total administrative$205,985
The Appleone, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2024$0 per active participant
2023$532 per active participant
2022$301 per active participant

Appleone, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NFP RETIREMENT INC · Investment advisory (plan)$82,972
APPLEONE INC$4,494

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$205,985 · 0.30%
2023$278,384 · 0.46%
2022$139,252 · 0.23%
All plans at this employer3
THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR STAFF EMPLOYEES401(k)
THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR HOURLY ASSOCIATES401(k)
THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR SPECIALTY ASSOCIATES401(k)
Similar plansAdministrative & Support Services · California
Doma Corporate, LLC CA$88.1M · 0.11%
Asgn Incorporated. CA$74.1M · 0.18%
Asics America Corporation CA$73.6M · 0.27%
Marborg Industries CA$73.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952580864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.