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Department of Labor filing

APPELLATE ADVOCATES

APPELLATE ADVOCATES RETIREMENT PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$5,978

Reported employer contributions per active participant.

Higher than about 76% of comparable plans
#People in the filing
89

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$213 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 45% of comparable plans
↗Investment performance
Not available

Plan assets changed 23.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $3,462 · based on 1,271 comparable plans
Lower reported administrative expense45th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, APPELLATE ADVOCATES reported $532,072 in employer contributions across the plan and 89 active participants. That works out to $5,978 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy53%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 5.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 39.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$532,072
Participant contributions
$658,462
Other contributions
$31,548
Employer share of reported contributions
44.7%
Beginning assets
$11,415,979
Ending assets
$14,044,912
Ending net assets
$14,044,912
Ending liabilities
$0
Total income
$2,900,772
Total expenses
$271,839
Administrative expenses
$32,331
Participant loans
$161,927

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$6,329
2023
$13,764
2024
$5,978
Plan-paid administrative expenses per participant
2022
$153
2023
$171
2024
$213
Active participants
2022
79
2023
84
2024
89
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$5,9788914M20260415194131NAL0025944962001
2023$13,7648411.4M20250415160535NAL0001624915001
2022$6,329798.5M20240523103924NAL0002668499001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
113305212-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1996
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BARON CAPITAL2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
ING FUNDS SERVICES, LLC2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
VAN ECK SECURITIES CORPORATION2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260415194131NAL0025944962001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗