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Department of Labor filing

APPEN BUTLER HILL, INC.

APPEN BUTLER HILL, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing 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
$3,754

Reported employer contributions per active participant.

Higher than about 60% of comparable plans
#People in the filing
150

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$59 / participant

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

Lower cost than about 77% of comparable plans
↗Investment performance
Not available

Plan assets changed -7.6%, 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 · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions60th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense77th percentileTypical peer $173 · based on 5,672 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 Dec 31, 2024, APPEN BUTLER HILL, INC. reported $563,041 in employer contributions across the plan and 150 active participants. That works out to $3,754 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 proxy34%

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 trendUp 1002.3%

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

Expense trendUp 548.6%

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

Peer context65/100

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
$563,041
Participant contributions
$1,407,130
Other contributions
$177,282
Employer share of reported contributions
28.6%
Beginning assets
$20,202,733
Ending assets
$18,658,741
Ending net assets
$18,658,741
Ending liabilities
$0
Total income
$4,647,424
Total expenses
$6,191,416
Administrative expenses
$134,788
Participant loans
$58,573

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
$341
2023
$1,232
2024
$3,754
Plan-paid administrative expenses per participant
2022
$9
2023
$26
2024
$59
Active participants
2022
1,639
2023
1,556
2024
150
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,75415018.7M20251014051151NAL0001038403001
2023$1,2321,55620.2M20241015062742NAL0028879425001
2022$3411,63915.7M20231017013858NAL0026066355001

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
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
352238395-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2003
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 codes2A2E2F2G2J2K2T3D3H

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
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN BEACON ADVISORS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014051151NAL0001038403001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗