Kerryanne Robinson signed APPS Associates LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
APPS Associates LLC's EIN is 54-2076463.
Download the official 2024 Form 5500 (PDF) for APPS Associates LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)APPS Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICAPITAL LLC | 76-0708798 | — | ADVISOR | $119K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $6.9M | 12.0% | |
| T. Rowe Price Blue Chip Growth Fund I Cl Mutual fund | Other securities | — | — | $6.3M | 11.0% | |
| Fidelity Select Technology Portfolio Mutual fund | Mutual Funds | — | — | $5.4M | 9.3% | |
| Driehaus Emerging Markets Growth Fund Inst. Cl Mutual fund | Other securities | — | — | $3.9M | 6.8% | |
| Vanguard International Growth Fund Adm Shares Mutual fund | Mutual Funds | — | — | $3.6M | 6.2% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $3.4M | 6.0% | |
| Invesco Small Cap Value Fund Class R6 Mutual fund | Mutual Funds | — | — | $3.1M | 5.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $3.1M | 5.3% | |
| TCW MetWest Total Return Bond Fund - P Share Mutual fund | Other securities | — | — | $3.1M | 5.3% | |
| MGL Global Real Estate Fund R6 Shares Mutual fund | Other securities | — | — | $3.0M | 5.3% | |
| Eaton Vance Income Fund of Boston Cl R6 Mutual fund | Other securities | — | — | $2.3M | 4.0% | |
| Invesco Opp. Gold & Special Minerals Fund Cl R6 Mutual fund | Mutual Funds | — | — | $2.0M | 3.4% | |
| Eaton Vance Floating-Rate Fund Mutual fund | Other securities | — | — | $1.9M | 3.3% | |
| Gabelli US Treasury Money Market Fund Mutual fund | U.S. Treasuries | — | — | $1.8M | 3.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $1.8M | 3.1% | |
| Fidelity Select Health Care Portfolio Mutual fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| Fidelity Puritan K6 Mutual fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| Notes Receivable from Participants Interest rate (4.25% to | Bonds / Notes | — | — | $700K | 1.2% | |
| Fed. Hermes Total Return Gov. Bond Fund Cl R6 Mutual fund | Other securities | — | — | $693K | 1.2% | |
| Galliard Stable Return Fund C Collective investment fund | Common Collective Trusts | — | — | $601K | 1.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $601K | 1.0% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $410K | 0.7% | |
| Vanguard Energy Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $312K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $228K | 0.4% | |
| Columbia Emerging Markets Bond Fund Inst. 3 Cl Mutual fund | Other securities | — | — | $212K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $168K | 0.3% | |
| American Century Inflation-Adj Bond Fund R6 Cl Mutual fund | Other securities | — | — | $92K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
