How big is APPA LLC's plan?

APPA LLC's plan reported $4.2M in assets and 29 participants for 2025.

Original filing (PDF)20260519101140NAL0001163392001

APPA LLC

Name: APPA LLC — APPA LLC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: APPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APPA LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · APPA LLC's APPA LLC 401(k) Profit Sharing Plan & Trust held $4.2M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

James Jillett signed APPA LLC's 2025 Form 5500 as plan administrator.

James Jillett — 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

APPA LLC's EIN is 47-4527654.

EIN 47-4527654

Plan number 001

Plan year 2025

ACK ID 20260519101140NAL0001163392001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

APPA LLC

EIN

all filings

Address

1 ALGONQUIN TER · PLYMOUTH, MA · 023605499

Phone

(508) 746-4133

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CRM Rental Management, Inc.

CRM Rental Management, Inc. Profit Sharing and Employee Savings Plan

$4.2M · 199 participants

Aldon Management Corporation

Aldon Employees' 401(k) Plan

$4.2M · 33 participants

Curtin Property Company, Inc.

Curtin Property Company, Inc. 401(k) Plan

$4.2M · 45 participants

LOW Income Housing Institute

$4.2M · 34 participants

Herman Brodsky Enterprises, Inc.

Herman Brodsky Enterprises, Inc. Profit Sharing Plan and Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.