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Original filing (PDF)20251007145728NAL0011813394001
APPLE FORD, INC.
Form 5500
FILING_RECEIVED
APPLE FORD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
165
Accounts w/ balance
126
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
116 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLE FORD, INC..
Plan sponsor
Name
APPLE FORD, INC.
EIN
52-1750403
Address
8800 STANFORD BOULEVARD · COLUMBIA, MD · 21045
Phone
(410) 290-1100
Industry
Retail Tradesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $16K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $22K | — |
| NATIONWIDE | — | COLUMBUS, HI | NONE | $1K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $1K | — |
| LINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | FORT WAYNE, IN | NONE | $0 | — |
| OSAIC FA INC | 35-1151034 | FORT WAYNE, MD | NONE | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | SAN DIEGO, CA | NONE | $0 | — |
| LINCOLN FINANCIAL ADVISORS COR | 35-1151034 | FORT WAYNE, IN | NONE | $0 | — |
Investments
107 direct securities· $12.4M(100% of reported assets)
Uncategorized
$12.4M
106 holdings
Mutual Funds
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $822K | 11.7% | |
| VNGRD TRGT RTRMT 2025 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $822K | 11.7% | |
| VNGRD TRGT RTRMT 2045 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $472K | 6.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $472K | 6.7% | |
| Fidelity 500 Index Fund | — | — | — | $314K | 4.5% | |
| FID 500 INDX POOLED SEPARATE ACCOUNT 0 | — | — | — | $314K | 4.5% | |
| Victory Capital Victory Nasdaq-100 Index Fund R6 Shares | — | — | — | $305K | 4.3% | |
| JPMorgan Core Plus Bond Fund-R6 | — | — | — | $254K | 3.6% | |
| JPM COR PLS BD R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $254K | 3.6% | |
| JPMorgan U.S. Equity Fund Class R5 | — | — | — | $247K | 3.5% | |
| JPM US EQ R5 POOLED SEPARATE ACCOUNT 0 | — | — | — | $247K | 3.5% | |
| PARNASSUS COR EQ INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $239K | 3.4% | |
| FID US BD INDX POOLED SEPARATE ACCOUNT 0 | — | — | — | $228K | 3.2% | |
| Fidelity Select Semiconductors Portfolio + 306 Fidelity U.S Bond Index Fund | — | — | — | $228K | 3.2% | |
| NEUBER LGCP VAL INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $200K | 2.8% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund Instl | — | — | — | $200K | 2.8% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I + | — | — | — | $198K | 2.8% | |
| DODGECOX INTL STK CLASS I POOLED SEPARATE ACCOUNT 0 | — | — | — | $198K | 2.8% | |
| GDMNSCS GQGPTNRINTLOPPR R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $195K | 2.8% | |
| Goldman Sachs Goldman Sachs GQG Partners Int'l Opp Fund R6 | — | — | — | $195K | 2.8% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% 0 | — | — | — | $191K | 2.7% | |
| FID INTL INDX POOLED SEPARATE ACCOUNT 0 | — | — | — | $190K | 2.7% | |
| Fidelity International Index Fund | — | — | — | $190K | 2.7% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $189K | 2.7% | |
| PGIM TTL RTN BD R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $189K | 2.7% | |
| VNGRD TRGT RTRMT 2035 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $185K | 2.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $185K | 2.6% | |
| NW LOOMIS ALLCAP GR R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $177K | 2.5% | |
| Nationwide Loomis All Cap Growth Fund R6 | — | — | — | $177K | 2.5% | |
| AVNTS US LGCAP VAL INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $170K | 2.4% | |
| Avantis Investors Avantis U.S. Large Cap Value Fund | — | — | — | $170K | 2.4% | |
| JNSHNDRSN OVRSEAS N POOLED SEPARATE ACCOUNT 0 | — | — | — | $169K | 2.4% | |
| Janus Henderson Inv Janus Henderson Overseas Fund | — | — | — | $169K | 2.4% | |
| JPM LGCAP GR R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $158K | 2.2% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $158K | 2.2% | |
| Royce Inv Partners Royce Micro-Cap Fund Investment Class | — | — | — | $154K | 2.2% | |
| AVNTS EMRG MKT EQ INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $152K | 2.2% | |
| AQR Long Short Equity Fund I + 143 Avantis Investors Avantis Emerging Markets Equity Fund - Inst Class | — | — | — | $152K | 2.2% | |
| JPMorgan Equity Income Fund Class R5 | — | — | — | $150K | 2.1% | |
| JPM EQ INC R5 POOLED SEPARATE ACCOUNT 0 | — | — | — | $150K | 2.1% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $118K | 1.7% | |
| BlackRock High Yield Portfolio - Class K | — | — | — | $97K | 1.4% | |
| BLKRK TTL RTN K POOLED SEPARATE ACCOUNT 0 | — | — | — | $94K | 1.3% | |
| BlackRock Is S P 500 Indx Inst + 168 BlackRock Total Return Fund Class K Shares | — | — | — | $94K | 1.3% | |
| PRNCPL GLBL REALEST R6 PO OLED SEPARATE ACCOUNT 0 | — | — | — | $90K | 1.3% | |
| PIMCO Pimcocomdyrealrtnstratinst 232 Principal Global Real Estate Securities Fund | — | — | — | $90K | 1.3% | |
| Victory Capital Victory Short Term Bond Fund - R6 Shares | — | — | — | $89K | 1.3% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $89K | 1.3% | |
| MFS MDCAP GR R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $89K | 1.3% | |
| Diamond Hill Diamond Hill Mid Cap Fund Class I | — | — | — | $88K | 1.2% | |
| VNGRD TRGT RTRMT 2055 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $87K | 1.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $87K | 1.2% | |
| VNGRD TRGT RTRMT 2040 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $86K | 1.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $86K | 1.2% | |
| JPMorgan U.S. Garp Equity Fnd - Class R5 + 223 Legal & General Legal & General Commodity Strategy Fund - Inst Class | — | — | — | $76K | 1.1% | |
| PIMCO RLESTRLRTNSTRAT INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $67K | 1.0% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund | — | — | — | $57K | 0.8% | |
| FED HRMS INST HIYLDBD INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $57K | 0.8% | |
| Touchstone Sands Capital Emerging Markets Growth Fund | — | — | — | $51K | 0.7% | |
| TCHSTN SANDSCAPEMRGMKTGR Y POOLED SEPARATE ACCOUNT 0 | — | — | — | $51K | 0.7% | |
| Fidelity Advisor Cap & Inc Fnd - Class I | — | — | — | $46K | 0.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $46K | 0.6% | |
| VNGRD EXPLR ADML POOLED SEPARATE ACCOUNT 0 | — | — | — | $46K | 0.6% | |
| AVNTS US SMCAP VAL INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $45K | 0.6% | |
| Avantis Investors Avantis U.S. Small Cap Value Fund - Inst Class | — | — | — | $45K | 0.6% | |
| AB Discovery AB Discovery Growth I + 137 AllianceBernstein Ab Global Bond Fund - Class Z | Mutual Funds | — | — | $45K | 0.6% | |
| Principal MidCap Institutional Fund | — | — | — | $44K | 0.6% | |
| T. ROWE PRICE NEW HORIZONS FUND INC. POOLED SEPARATE ACCOUNT 0 | — | — | — | $42K | 0.6% | |
| VNGRD TTL INTLSTKINDX ADML POOLED SEPARATE ACCOUNT 0 | — | — | — | $41K | 0.6% | |
| Vanguard Total Int'l Stock Index Fund Admiral | — | — | — | $41K | 0.6% | |
| VNGRD TRGT RTRMT 2060 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $36K | 0.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $36K | 0.5% | |
| FED HRMS GOV OBLGTNS PRMR POOLED SEPARATE ACCOUNT 0 | — | — | — | $30K | 0.4% | |
| Federated Hermes Federated Hermes Gov't Obligations Fund Premier | — | — | — | $30K | 0.4% | |
| Nationwide S & P 500 Indx R6 + | — | — | — | $29K | 0.4% | |
| Vanguard Wellington Fund | — | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $22K | 0.3% | |
| VNGRD TRGT RTRMT 2030 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $22K | 0.3% | |
| AMFDS CAP WLD GR INC R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $19K | 0.3% | |
| American Funds American Funds Capital World Gr&Inc R6 | — | — | — | $19K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral | — | — | — | $19K | 0.3% | |
| VNGRD SMCAP VAL INDX ADML POOLED SEPARATE ACCOUNT 0 | — | — | — | $19K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Instl | — | — | — | $17K | 0.2% | |
| DFA COMDTY STRAT INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $17K | 0.2% | |
| VNGRD TRGT RTRMT 2050 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $14K | 0.2% | |
| TCW Securitized Bond Fund - I Class | — | — | — | $12K | 0.2% | |
| AMFDS CAP INC BLDR R6 POOLED SEPARATE ACCOUNT 0 | — | — | — | $11K | 0.1% | |
| American Funds American Funds Capital Income Bldr R6 | — | — | — | $11K | 0.1% | |
| FID MDCAP INDX POOLED SEPARATE ACCOUNT 0 | — | — | — | $10K | 0.1% | |
| Fidelity Fid Mid Cap Index Fund | — | — | — | $10K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $8K | 0.1% | |
| VNGRD INFL PRTCT SEC INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $8K | 0.1% | |
| DFA U.S. Small Cap Portfolio Instl | — | — | — | $8K | 0.1% | |
| DFA US SMCAP INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $8K | 0.1% | |
| PIMCO Intl Bdusdlrhdginst | — | — | — | $5K | <0.1% | |
| Goldman Sachs Goldman Sachs Mid Cap Value Fund Instl | — | — | — | $4K | <0.1% | |
| GDMNSCS MDCAP VAL INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $4K | <0.1% | |
| VNGRD TRGT RTRMT 2065 INV POOLED SEPARATE ACCOUNT 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $3K | <0.1% | |
| VNGRD ST BD INDX ADML POOLED SEPARATE ACCOUNT 0 | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $3K | <0.1% | |
| DFA Large Cap International Portfolio Instl | — | — | — | $3K | <0.1% | |
| DFA LGCAP INTL POOLED SEPARATE ACCOUNT 0 | — | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Instl | — | — | — | $2K | <0.1% | |
| DFA INFL PRTCT SEC INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $2K | <0.1% | |
| DFA INTMD GOVT FXDINC INST POOLED SEPARATE ACCOUNT 0 | — | — | — | $1K | <0.1% |
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