Original filing (PDF)20230407201101NAL0002102097001

APPVAULT LLC

Name: APPVAULT LLC — APPVAULT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: APPVAULT LLC

Form 5500-SF

FILING_RECEIVED

APPVAULT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPVAULT LLC.

Plan sponsor

Name

APPVAULT LLC

EIN

13-4215341

Address

1 RAVINIA DRIVE SUITE 1425 · ATLANTA, GA · 30346

Phone

(678) 507-2828

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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