David Schock signed Apple Tree Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apple Tree Enterprises, Inc.'s EIN is 56-1030082.
Download the official 2024 Form 5500 (PDF) for Apple Tree Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apple Tree Enterprises, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $975 | — |
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 Freedom 2025 K6 | Mutual Funds | — | — | $843K | 15.6% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $637K | 11.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $629K | 11.6% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $564K | 10.4% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $534K | 9.9% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $526K | 9.7% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $349K | 6.4% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $253K | 4.7% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $215K | 4.0% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $155K | 2.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $100K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $95K | 1.7% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $88K | 1.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $71K | 1.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $67K | 1.2% | |
| Lord Abbett Short Duration Income Fund R5 | Mutual Funds | — | — | $66K | 1.2% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $59K | 1.1% | |
| American Beacon Small Cap Value Fund R5 | Other securities | — | — | $36K | 0.7% | |
| Notes receivable from participants 5.50% - 8.50% | Bonds / Notes | — | — | $35K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $23K | 0.4% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $21K | 0.4% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $14K | 0.3% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds Balanced Fund R6 ** 697 Janus Henderson Venture Fund N | Mutual Funds | — | — | $6K | 0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
