Apple 401(k) Plan
Sponsored by Apple Inc. · EIN 942404110 · Plan #001
- Total assets
- $24.7B
- Net assets
- $24.7B
- Active participants
- 101,217
- With balances
- 143,849
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 99% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 99% | 2024 |
| Envest Advisors, Llc CRD 338053 | fuzzy_auto · 94% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Sfmg, Llc. CRD 107548 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Dynamic Wealth Llc CRD 333203 | deterministic · 100% | 2024 |
| Absolute Capital Management, Llc CRD 121484 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| William Blair Investment Mgmt | Investment advisory (participants), Investment management, Direct payment from the plan | $2,561,538 |
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $1,929,300 |
| Barrow, Hanely, Mewhinney & Straus | Investment advisory (participants), Investment management, Direct payment from the plan | $1,521,364 |
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,394,585 |
| Mariner Wealth Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $58,735 |
| Fisher Investment | Investment advisory (participants), Investment management fees (direct) | $52,243 |
| Envestnet Advisory Corp | Investment advisory (participants), Investment management fees (direct) | $18,254 |
| Corient | Investment advisory (participants), Investment management fees (direct) | $13,611 |
| Churchill Mgmt Group | Investment advisory (participants), Investment management fees (direct) | $12,293 |
| Sfmg Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $10,330 |
| Creative Planning | Investment advisory (participants), Investment management fees (direct) | $10,222 |
| Dynamic Wealth | Investment advisory (participants), Investment management fees (direct) | $7,106 |
| Absolute Capital Mgmt | Investment advisory (participants), Investment management fees (direct) | $5,854 |