· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
APPTREE INC — APPTREE INC 401K PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530080532NAL0008513041001
APPTREE INC
Form 5500-SF
FILING_RECEIVED
APPTREE INC 401K PLAN & TRUST
401(k) retirement plan
Active participants
21
Accounts w/ balance
4
Plan assets (EOY)
$19K
Net assets (EOY)
$19K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APPTREE INC
.
Find decision makers
Plan sponsor
Name
APPTREE INC
EIN
27-2185408
Address
16490 WAHRMAN RD · SUITE 300 · ROMULUS, MI · 48174
Phone
(734) 532-4664
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
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
Related plans
Similar-size Admin Support & Waste Mgmt plans
FORDIFIED STAFFING LLC
FORDIFIED STAFFING RETIREMENT PLAN
$19K · 10 participants
GOLIATH PARTNERS INC
GOLIATH PARTNERS INC
$18K · 4 participants
FUSION CYBER INC.
FUSION CYBER INC. 401(K) PLAN
$19K · 6 participants
DODONE CONSULTING SOLUTIONS
EMPLOYMENT COMMONS RETIREMENT SAVINGS PLAN FBO DODONE CONSULTING SOLUTIONS
$18K · 1 participants
THE FALCONE LAW FIRM PC
THE FALCONE LAW FIRM PC GCF BENEFIT PLAN
$19K · 2 participants
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CAREER TRANSITIONS
CAREER TRANSITIONS CBIN BENEFIT PLAN
$18K · 7 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants