Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (75)
Highest in Peer Group (89)

Plan Description

Apple 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. Apple 401k Plan currently has over 117,600 active participants and over $7.4B in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (81) and the top rated plan (89) could equate to:
6
Additional years of work
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address One Apple Park Way Ms 104-1ben
  • Location
    Cupertino , CA
  • 95014
  • Industry
    Manufacturing
  • Administrator
    Cathleen Deornelas
  • Net Plan Assets
    $7,400,000,000
  • Total Participants
    120,000
  • Avg Account Balance
    $64,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
GlaxoSmithKline LLC 87.5
Texas Instruments 85.2
Micron Technology 85.1
Textron 78.4
Paccar 78.4
Precision Castparts 69.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock, Inc. Blackrock Lifepath Index 40%
N/A
Vanguard Institutional 500 Index 12%
N/A
Fidelity Contrafund 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Empower
Investment Adviser
Advised Assets Group, LLC
Investment Adviser
Stratos Wealth Partners Ltd.
Consultant
Qdro Consultants Company LLC
Investment Adviser
Opes Advisors A Division of Fsb
Investment Adviser
Silicon Valley Wealth Advisors
Investment Adviser
Main Street Research LLC
Investment Adviser
Creative Planning, Inc.
Auditor
Ernst & Young

Articles and Questions

Boeing Plan Report (Updated)

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Why Do Investment Expenses Matter?
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