APPLE 401(K) PLAN
- Address: ONE APPLE PARK WAY,,CUPERTINO,CA
- Contact person: GRACE MUNSON
- Phone: (408) 974-3833
| Investment Options of APPLE 401(K) PLAN (as of 2022) |
|---|
| VFTC INST. 500 INDEX TR (VANGUARD FIDUCIARY TRUST COMPANY) |
| LIFEPATH INDEX 2050 ACCOUNT F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| LIFEPATH INDEX 2045 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| FIDELITY CONTRAFUND COMMINGLED POOL (FIDELITY MANAGEMENT TRUST COMPANY) |
| LIFEPATH INDEX 2055 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| Click for all funds ↓↓↓ |
| LIFEPATH INDEX 2040 ACCOUNT F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| LIFEPATH INDEX 2035 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| VFTC INST. MARKET INDEX (VANGUARD FIDUCIARY TRUST COMPANY) |
| VFTC INT STOCK IND FUND (VANGUARD FIDUCIARY TRUST COMPANY) |
| VFTC INS TOTAL BOND MARKET INDEX (VANGUARD FIDUCIARY TRUST COMPANY) |
| LIFEPATH INDEX 2030 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| LIFEPATH INDEX 2060 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| LIFEPATH INDEX RET. F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| LIFEPATH INDEX 2025 F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| BAILLIE GIFFORD INTERNATIONAL ALPHA (BAILLIE GIFFORD) |
| WELLS FARGO FIXED INCOME FUND F (WELLS FARGO BANK N.A.) |
| AB US SMALL MID-CP VALUE CIT W SERI (WILMINGTON TRUST COMPANY) |
| BNY MELLON EB GLOBAL REAL ESTATE SE (BNY MELLON) |
| WELLS FARGO FIXED INCOME FUND L (WELLS FARGO BANK N.A.) |
| EATON VANCE TRUST CO CIT HIGH YIELD (EATON VANCE TRUST COMPANY) |
| LOOMIS SAYLES CORE PLUS FIXED INCOM (LOOMIS SAYLES) |
| LIFEPATH INDEX 2065 ACCOUNT F (BLACKROCK INST. TRUST COMPANY, N.A.) |
| WELLS FARGO BR SHORT TERM INV FUND (WELLS FARGO BANK N.A.) |
APPLE 401(K) PLAN has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of APPLE 401(K) PLAN is $14,996,693,519.00.This plan was established in 1984.
At the end of 2022, the total number of retirement plan participants in APPLE 401(K) PLAN is 133986
In 2022, the average participant retirement account value for APPLE 401(K) PLAN is $111,927.00
In 2022, the estimated average employee contribution amount per participant for APPLE 401(K) PLAN is $8,920.00
In 2022, the estimated average employer match for an employee in APPLE 401(K) PLAN is approximately $4,445.00
In 2022, APPLE 401(K) PLAN allocates $595,665,866.00 to match its employees' contributions, providing an employer match rate of 50.92% of their contributions
In 2022, the total retirement plan asset growth rate of APPLE 401(K) PLAN is -10.31%
In 2022, the estimated aggregate retirement account investment gain/loss for APPLE 401(K) PLAN is -18.10%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of APPLE 401(K) PLAN is 0.05%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Investment Calculator
Grow your wealth and see the power of compounding
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...