Apple 401(k) Plan

Wealthminder's Take

Apple 401(k) Plan at Apple Inc. in the Manufacturing industry has 15 investment options, and a total of $3,751,184,881.00 in assets. With 83,489 participants, the Apple 401(k) Plan has an average balance per participant of $44,930.29.

Plan Ratings
Compared to other Manufacturing plans
Wealthminder Rating
1
58
Your Plan
87

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
53
Company Match Level
76
Employee Participation Rate
62
Employee Contribution Level
49
Average Balance Size
36
Apple Inc. Details
Address
One Infinite Loop, Ms 104-1ben
Cupertino, CA 95014
Telephone
408-974-3833
Total Assets
$3,751,184,881.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
83,489
Plan Investment Options
Name
Sponsor
Current Value
Vanguard Employee Benefit Index A
Vanguard Fiduciary Trust Co.
$537,574,632.00
Lifepath Index 2045 O
Blackrock Inst. Trust Company, N.a.
$207,745,116.00
Lifepath Index 2050 O
Blackrock Inst. Trust Company, N.a.
$167,040,981.00
Lifepath Index 2040 O
Blackrock Inst. Trust Company, N.a.
$161,509,880.00
Lifepath Index 2035 O
Blackrock Inst. Trust Company, N.a.
$157,758,620.00
Lifepath Index 2030 O
Blackrock Inst. Trust Company, N.a.
$120,288,143.00
Voya Clarion Global Real Estate Sec
Voya Investment Trust Co.
$99,492,001.00
Lifepath Index 2025 O
Blackrock Inst. Trust Company, N.a.
$87,405,496.00
Wells Fargo Stable Value Fund Q
Wells Fargo Bank N.a.
$62,219,423.00
Lifepath Index 2055 O
Blackrock Inst. Trust Company, N.a.
$59,310,445.00
Lifepath Index Retirement O
Blackrock Inst. Trust Company, N.a.
$58,938,342.00
Lifepath Index 2020 O
Blackrock Inst. Trust Company, N.a.
$56,201,323.00
Lifepath Index 2015 O
Blackrock Inst. Trust Company, N.a.
$.00
Wf Stable Return C
Wells Fargo Bank
$.00
Ing Clarion Global Real Estate Secu
Ing Investment Trust Co.
$.00
Service Providers
  • Schwab Retirement Plan Services Co
  • Charles Schwab & Co., Inc
  • Financial Engines, Inc.
  • Sage Capital Advisors Llc
  • Portola Group
  • Placemark Investments Inc
  • Jph Advisory Group Inc
  • Pinnacle Advisory Group Inc
  • Tocqueville Asset Management
  • Bell Investment Advisors Inc
  • Charles Schwab Bank
  • Charles Schwab & Co. Inc. And Affil
  • Blackrock Insti. Trust Company, N.a
  • Wells Fargo Bank, N.a.
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