· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
APPLE GUERIN COMPANY LLC — APPLE GUERIN COMPANY LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701102744NAL0012044865001
APPLE GUERIN COMPANY LLC
Form 5500-SF
FILING_RECEIVED
APPLE GUERIN COMPANY LLC 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
16
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APPLE GUERIN COMPANY LLC
.
Find decision makers
Plan sponsor
Name
APPLE GUERIN COMPANY LLC
EIN
72-1348954
Address
6421 PERKINS ROAD., BLDG A · STE 1-B · BATON ROUGE, LA · 70808
Phone
(225) 767-1020
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GILMORE & ASSOCIATES, LLP
GILMORE AND ASSOCIATES LLP 401K PLAN
$3.6M · 10 participants
BYRNE ZIZZI CPA, PLLC
BYRNE ZIZZI RETIREMENT SAVINGS PLAN
$3.6M · 43 participants
DEAGOSTINO, TARPINIAN & GIJSBERS, P.C.
DEAGOSTINO, TARPINIAN & GIJSBERS, P.C. 401(K) PLAN
$3.6M · 24 participants
KAPILAMUKAMAL, LLP
KAPILAMUKAMAL 401(K) PLAN
$3.5M · 17 participants
FENNER, MELSTROM & DOOLING, PLC
FENNER, MELSTROM & DOOLING, PLC
$3.6M · 29 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GANNAWAY & ASSOCIATES, LLC
GANNAWAY & ASSOCIATES 401(K) PLAN
$3.6M · 12 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
