401k Record

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AppCast 401(k)

Recordkeeping fees per participant · Appcast, Inc. 401(k) Plan · plan year 2024

$32.37

Higher than 28% of the 14,075 plans $10 to 50M that report it.

Source

= $14,016 / 433
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006132519NAL0003468545001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006132519NAL0003468545001, received 2025-10-06

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.

Cost and contributions

Administrative expenses excluding investment management, per participant

$57.46

10th: $15.36median $118.8890th: $340.63

Higher than 28% of the 24,371 plans $10 to 50M that report it.

Source

= $24,879 / 433
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006132519NAL0003468545001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006132519NAL0003468545001, received 2025-10-06

Administrative expenses per participant

$160.87

10th: $26.86median $197.2590th: $456.10

Higher than 41% of the 25,098 plans $10 to 50M that report it.

Source

= $69,658 / 433
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006132519NAL0003468545001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006132519NAL0003468545001, received 2025-10-06

Administrative expenses as a share of assets

0.235%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 41% of the 25,132 plans $10 to 50M that report it.

Source

= $69,658 / $29,631,361
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006132519NAL0003468545001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006132519NAL0003468545001, received 2025-10-06

Employer contributions per participant

$2,715

10th: $664median $2,07490th: $4,751

Higher than 67% of the 24,050 plans $10 to 50M that report it.

Source

= $1,175,526 / 433
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006132519NAL0003468545001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006132519NAL0003468545001, received 2025-10-06

Employer share of total contributions

22.6%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 32% of the 24,084 plans $10 to 50M that report it.

Source

= $1,175,526 / $5,212,386
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006132519NAL0003468545001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006132519NAL0003468545001, received 2025-10-06

Plan terms, as stated in AppCast, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006132519NAL0003468545001, received 2025-10-06

Full record, Appcast, Inc. 401(k) Plan

FieldValueSource
Plan sponsorAPPCAST, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006132519NAL0003468545001, received 2025-10-06
Plan nameAPPCAST, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251006132519NAL0003468545001, received 2025-10-06
Sponsor EIN / plan number47-0992200 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006132519NAL0003468545001, received 2025-10-06
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006132519NAL0003468545001, received 2025-10-06
Sponsor locationLEBANON, NHForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006132519NAL0003468545001, received 2025-10-06
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006132519NAL0003468545001, received 2025-10-06
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006132519NAL0003468545001, received 2025-10-06
Filing received2025-10-06Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006132519NAL0003468545001, received 2025-10-06
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006132519NAL0003468545001, received 2025-10-06
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251006132519NAL0003468545001, received 2025-10-06
Participants, beginning of year199Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006132519NAL0003468545001, received 2025-10-06
Active participants334Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006132519NAL0003468545001, received 2025-10-06
Participants, end of year434Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006132519NAL0003468545001, received 2025-10-06
Participants with an account balance433Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006132519NAL0003468545001, received 2025-10-06
Total assets, beginning of year$10,588,914Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006132519NAL0003468545001, received 2025-10-06
Total assets, end of year$29,631,361Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006132519NAL0003468545001, received 2025-10-06
Net assets, end of year$29,631,361Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006132519NAL0003468545001, received 2025-10-06
Total income$8,310,345Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006132519NAL0003468545001, received 2025-10-06
Net income$5,123,568Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006132519NAL0003468545001, received 2025-10-06
Employer contributions$1,175,526Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006132519NAL0003468545001, received 2025-10-06
Participant contributions$3,374,741Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006132519NAL0003468545001, received 2025-10-06
Other contributions (incl. rollovers)$662,119Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006132519NAL0003468545001, received 2025-10-06
Total contributions$5,212,386Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006132519NAL0003468545001, received 2025-10-06
Benefit payments$3,117,119Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006132519NAL0003468545001, received 2025-10-06
Total expenses (incl. benefit payments)$3,186,777Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006132519NAL0003468545001, received 2025-10-06
Total administrative expenses$69,658Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006132519NAL0003468545001, received 2025-10-06
Contract administrator fees$2,714Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006132519NAL0003468545001, received 2025-10-06
Recordkeeping fees$14,016Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006132519NAL0003468545001, received 2025-10-06
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251006132519NAL0003468545001, received 2025-10-06
Investment advisory and management fees$44,779Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006132519NAL0003468545001, received 2025-10-06
Administrative expenses excluding investment management$24,879derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006132519NAL0003468545001, received 2025-10-06
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251006132519NAL0003468545001, received 2025-10-06
Held in common/collective trusts$1,084Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006132519NAL0003468545001, received 2025-10-06
Held in mutual funds$29,482,765Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006132519NAL0003468545001, received 2025-10-06
Independent auditorBAKER NEWMAN AND NOYESSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006132519NAL0003468545001, received 2025-10-06

Position = column in the DOL layout for form year 2024. Filing 20251006132519NAL0003468545001, received 2025-10-06.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CREATIVE PLANNING LLCADVISOR 27 Investment advisory (plan) $44,729no
FIDELITY WORKPLACE SERVICES, LLCrecordkeeperPLAN ADMINISTRATOR 14 Plan administrator; 24 Trustee (discretionary); 28 Investment management; 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $16,730yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006132519NAL0003468545001, received 2025-10-06.

What changed since the 2023 plan year

Figure20232024Change
Total assets$0$29,631,361
Participants with a balance0433
Administrative expenses$54,245$69,65828.4%
Recordkeeping fees per participantnot reported$32.37
Employer contributions$665,800$1,175,52676.6%

Prior filing 20241015133657NAL0016505699001, received 2024-10-15; the plan years are contiguous.

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Sponsor name as filed: APPCAST, INC.; SEC registrant: AppCast, Inc. (CIK 1610281, matched by EIN).