How big is Applied Development Economics, Inc.'s plan?

Applied Development Economics, Inc.'s plan reported $1.1M in assets and 1 participants for 2023.

Original filing (PDF)20240517194635NAL0044272289001

Applied Development Economics, Inc.

Name: Applied Development Economics, Inc. — Applied Develo, Form 5500 (2023)
Creator: Applied Development Economics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Development Economics, Inc. 401(k) Plan

401(k) retirement plan · Applied Development Economics, Inc.'s Applied Development Economics, Inc. 401(k) Plan held $1.1M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Applied Development Economics, Inc.'s EIN is 94-2972908.

EIN 94-2972908

Plan number 001

Plan year 2023

ACK ID 20240517194635NAL0044272289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Applied Development Economics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Applied Development Economics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

APPLIED DEVELOPMENT ECONOMICS, INC.

EIN

all filings

Address

3527 MT. DIABLO BLVD. #248 · LAFAYETTE, CA · 94549

Phone

(925) 934-8712

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator