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Original filing (PDF)20251015103717NAL0005820112001
APPLE CENTRAL, LLC
Form 5500
FILING_RECEIVED
APPLE CENTRAL 401(K) PLAN
401(k) retirement plan
Active participants
4,867
Accounts w/ balance
143
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLE CENTRAL, LLC.
Plan sponsor
Name
APPLE CENTRAL, LLC
EIN
45-5318698
Address
3379 PEACHTREE ROAD NE · SUITE 360 · ATLANTA, GA · 30326
Phone
(913) 800-8830
Industry
Accommodation & Food Servicessee 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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
22 direct securities · 1 pooled fund· $4.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Mutual Funds
$4.3M
21 holdings
Uncategorized
$207K
1 holding
Common Collective Trust
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $1.0M | 23.0% | |
| Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $807K | 17.9% | |
| Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $604K | 13.4% | |
| Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $461K | 10.2% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $293K | 6.5% | |
| Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $281K | 6.3% | |
| Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $240K | 5.3% | |
| various maturity dates | — | — | — | $207K | 4.6% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $160K | 3.5% | |
| Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $131K | 2.9% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $81K | 1.8% | |
| Fidelity Freedom 2025 K Fund | Mutual Funds | — | — | $40K | 0.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $35K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | — | $29K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Mutual Funds | — | — | $29K | 0.6% | |
| Fidelity Freedom 2020 K Fund | Mutual Funds | — | — | $21K | 0.5% | |
| Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $16K | 0.4% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Fidelity Extended Market Index Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2015 K Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Income Fund 5 * Mutual Fund Fidelity Freedom 2010 K Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1K | <0.1% |