How big is Apling + Associates, LLC's plan?

Apling + Associates, LLC's plan reported $289K in assets and 21 participants for 2025.

Original filing (PDF)20260505143717NAL0001041441001

Apling + Associates, LLC

Name: Apling + Associates, LLC — Apling + Associates, Form 5500 (2025)
Creator: Apling + Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apling + Associates 401(k) Plan

401(k) retirement plan · Apling + Associates, LLC's Apling + Associates 401(k) Plan held $289K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

People on this filing

Brian Caffrey signed Apling + Associates, LLC's 2025 Form 5500 as plan administrator.

Brian Caffrey — 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

Apling + Associates, LLC's EIN is 30-0604748.

EIN 30-0604748

Plan number 001

Plan year 2025

ACK ID 20260505143717NAL0001041441001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Apling + Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Apling + Associates, LLC's plan includes automatic enrollment, 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 APLING + ASSOCIATES, LLC.

Finding similar companies…

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