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Original filing (PDF)20251014165558NAL0003337201001
APPLEONE, INC.
Form 5500
FILING_RECEIVED
THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR HOURLY ASSOCIATES
401(k) retirement plan
Active participants
572
Accounts w/ balance
1,770
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
11 pooled trusts
Schedule D
18 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLEONE, INC..
Plan sponsor
Name
APPLEONE, INC.
EIN
95-2580864
Address
327 W. BROADWAY · GLENDALE, CA · 91204
Phone
(800) 872-2677
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $26K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLLUS LYNCH LLP | — | WORCESTER, MA | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APPLEONE INC | — | GLENDALE, CA | OTHER | $6K | — |
Investments
14 direct securities · 11 pooled funds· $39.1M(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
$23.4M
14 holdings
Pooled Separate Account
$12.1M
7 holdings
Common Collective Trust
$3.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.3M | 19.5% | |
| BlackRock | — | — | — | $4.4M | 13.5% | |
| BlackRock | — | — | — | $4.0M | 12.3% | |
| BlackRock | — | — | — | $3.6M | 10.9% | |
| Reliance Trust | — | — | — | $2.3M | 7.1% | |
| Wilmington Trust | — | — | — | $2.2M | 6.7% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.7% | |
| BlackRock | — | — | — | $2.0M | 6.2% | |
| BlackRock | — | — | — | $1.6M | 4.8% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.8% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.8% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| Columbia | — | — | — | $886K | 2.7% | |
| Great Gray | — | — | — | $575K | 1.8% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $575K | 1.8% | |
| Fidelity | — | — | — | $539K | 1.7% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $507K | 1.6% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $507K | 1.6% | |
| Great Gray | — | — | — | $466K | 1.4% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $466K | 1.4% | |
| Great Gray | — | — | — | $428K | 1.3% | |
| SMALL CAP VALUE I1 GREAT GRAY · EIN 38-4097325 / PN 000 | Common Collective Trust | — | — | $428K | 1.3% | |
| TIAA-CREF | — | — | — | $278K | 0.9% | |
| Participant loans | — | — | — | $130K | 0.4% |