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Original filing (PDF)20251015103024NAL0002245699001
APPATHON LLC
Form 5500
FILING_RECEIVED
APPATHON LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
150
Accounts w/ balance
116
Plan assets (EOY)
$192K
Net assets (EOY)
$192K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "admiral Vanguard total stock market index admiral Mutual fund @" is 48% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPATHON LLC.
Plan sponsor
Name
APPATHON LLC
EIN
47-5075715
Address
197 COMPTON AVE · EDISON, NJ · 08820
Phone
(248) 910-5327
Industry
Transportation & Warehousingsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SUNIL J, SHAH, CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $180K(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| admiral Vanguard total stock market index admiral Mutual fund @ | — | — | — | $87K | 45.5% | |
| admiral Vanguard total international stock index Mutual fund @ | — | — | — | $59K | 30.6% | |
| BANC master deposit account A Interest bearing cash @ 171 Vanguard Real Estate Index Admiral Mutual fund @ | — | — | — | $15K | 7.8% | |
| Vanguard short-term inflation-protected Mutual fund @ 8 securities index fund admiral Vanguard total bond market index admiral Mutual fund @ | — | — | — | $14K | 7.3% | |
| Vanguard total international bond index Mutual fund @ | — | — | — | $5K | 2.8% |