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Original filing (PDF)20251002091055NAL0000383072001
APPLE TREE ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
APPLE TREE ENTERPRISES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
120
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLE TREE ENTERPRISES, INC..
Plan sponsor
Name
APPLE TREE ENTERPRISES, INC.
EIN
56-1030082
Address
195 UNDERWOOD ROAD · FLETCHER, NC · 28732
Phone
(828) 684-4400
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
2025-10-02
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $975 | — |
Investments
24 direct securities · 1 pooled fund· $5.4M(100% of reported assets)
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.
Uncategorized
$5.4M
24 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 K6 | — | — | — | $843K | 15.6% | |
| Fidelity Freedom 2050 K6 | — | — | — | $637K | 11.8% | |
| Fidelity 500 Index Fund | — | — | — | $629K | 11.6% | |
| Fidelity Freedom 2035 K6 | — | — | — | $564K | 10.4% | |
| Fidelity Freedom 2020 K6 | — | — | — | $534K | 9.9% | |
| Fidelity Freedom 2030 K6 | — | — | — | $526K | 9.7% | |
| Fidelity Freedom 2040 K6 | — | — | — | $349K | 6.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $253K | 4.7% | |
| Fidelity Freedom 2055 K6 | — | — | — | $215K | 4.0% | |
| Fidelity Freedom 2065 K6 | — | — | — | $155K | 2.9% | |
| Fidelity US Bond Index Fund | — | — | — | $100K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $95K | 1.7% | |
| Fidelity Freedom 2045 K6 | — | — | — | $88K | 1.6% | |
| Fidelity Total International Index Fund | — | — | — | $71K | 1.3% | |
| Fidelity Government Money Market Fund | — | — | — | $67K | 1.2% | |
| Lord Abbett Short Duration Income Fund R5 | — | — | — | $66K | 1.2% | |
| Fidelity Freedom 2060 K6 | — | — | — | $59K | 1.1% | |
| American Beacon Small Cap Value Fund R5 | — | — | — | $36K | 0.7% | |
| Notes receivable from participants 5.50% - 8.50% | — | — | — | $35K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $23K | 0.4% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $21K | 0.4% | |
| Fidelity Freedom 2015 K6 | — | — | — | $14K | 0.3% | |
| American Funds New World Fund R6 | — | — | — | $9K | 0.2% | |
| American Funds Balanced Fund R6 ** 697 Janus Henderson Venture Fund N | — | — | — | $6K | 0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4K | <0.1% |
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