How big is Appleton Partners, Inc.'s plan?

Appleton Partners, Inc.'s plan reported $37.6M in assets and 66 participants for 2024.

Original filing (PDF)20250617052828NAL0003657874001

Appleton Partners, Inc.

Name: Appleton Partners, Inc. — Appleton Partners 401(k), Form 5500 (2024)
Creator: Appleton Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appleton Partners 401(k) Plan

401(k) retirement plan · Appleton Partners, Inc.'s Appleton Partners 401(k) Plan held $37.6M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37.6M

Net assets (EOY)

$37.6M

People on this filing

Michele Hubley signed Appleton Partners, Inc.'s 2024 Form 5500 as plan administrator.

Michele Hubley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Appleton Partners, Inc.'s EIN is 04-2943177.

EIN 04-2943177

Plan number 001

Plan year 2024

ACK ID 20250617052828NAL0003657874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Appleton Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Appleton Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLETON PARTNERS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off