How big is Apple Fund Management, LLC's plan?

Apple Fund Management, LLC's plan reported $25.1M in assets and 63 participants for 2024.

Original filing (PDF)20250815104852NAL0023968978001

Apple Fund Management, LLC

Name: Apple Fund Management, LLC — Apple Fund Management, Form 5500 (2024)
Creator: Apple Fund Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apple Fund Management, LLC Profit Sharing Plan

401(k) retirement plan · Apple Fund Management, LLC's Apple Fund Management, LLC Profit Sharing Plan held $25.1M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

People on this filing

Rachel Labrecque signed Apple Fund Management, LLC's 2024 Form 5500 as plan administrator.

Rachel Labrecque — 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

Apple Fund Management, LLC's EIN is 20-8915957.

EIN 20-8915957

Plan number 001

Plan year 2024

ACK ID 20250815104852NAL0023968978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apple Fund Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apple Fund Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLE FUND MANAGEMENT, LLC.

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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

Helping the score