How big is Apella Capital, LLC's plan?

Apella Capital, LLC's plan reported $13.7M in assets and 89 participants for 2024.

Original filing (PDF)20250711082248NAL0007150289001

Apella Capital, LLC

Name: Apella Capital, LLC — Apella Capital 401(k) Plan, Form 5500 (2024)
Creator: Apella Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apella Capital 401(k) Plan

401(k) retirement plan · Apella Capital, LLC's Apella Capital 401(k) Plan held $13.7M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

People on this filing

RON Kinner signed Apella Capital, LLC's 2024 Form 5500 as plan administrator.

RON Kinner — 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

Apella Capital, LLC's EIN is 46-3614531.

EIN 46-3614531

Plan number 001

Plan year 2024

ACK ID 20250711082248NAL0007150289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apella Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apella Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off