How big is Applied EX Inc.'s plan?

Applied EX Inc.'s plan reported $269K in assets and 21 participants for 2024.

Original filing (PDF)20250602120609NAL0009506737001

Applied EX Inc.

Name: Applied EX Inc. — Applied EX 401(k) Plan, Form 5500 (2024)
Creator: Applied EX Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied EX 401(k) Plan

401(k) retirement plan · Applied EX Inc.'s Applied EX 401(k) Plan held $269K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

People on this filing

Jamie Gregg signed Applied EX Inc.'s 2024 Form 5500 as plan administrator.

Jamie Gregg — 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

Applied EX Inc.'s EIN is 41-2098671.

EIN 41-2098671

Plan number 001

Plan year 2024

ACK ID 20250602120609NAL0009506737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied EX Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied EX Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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