How big is Robert Apling and Associates LLC's plan?

Robert Apling and Associates LLC's plan reported $44K in assets and 13 participants for 2024.

Original filing (PDF)20251126140902NAL0002532611001

Robert Apling and Associates LLC

Name: Robert Apling and Associates LLC — Robert Apling and, Form 5500 (2024)
Creator: Robert Apling and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Apling and Associates LLC SOCA Benefit Plan

Health & welfare plan · Robert Apling and Associates LLC's Robert Apling and Associates LLC SOCA Benefit Plan held $44K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$44K

Net assets (EOY)

$15K

People on this filing

Matt Appenzeller signed Robert Apling and Associates LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Robert Apling and Associates LLC's EIN is 30-0604748.

EIN 30-0604748

Plan number 501

Plan year 2024

ACK ID 20251126140902NAL0002532611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Apling and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Apling and Associates LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT APLING AND ASSOCIATES LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score