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APPLE INC.

APPLE 401(K) PLAN

401(k)2025EIN 942404110PN 001form_5500
Filed Jul 31, 2026
Original filing
End-of-year assets

$30,754,179,447

Net assets $30,737,587,497

Active participants

102,051

146,293 participant accounts

Service providers

29

11 service categories

Fidelity bond

$15,000,000

Bond reported

Plan & sponsor record
Plan name
APPLE 401(K) PLAN
Effective date
Mar 31, 1984
Sponsor
APPLE INC.
Business code
334110
Administrator
—
Administrator EIN
—
Address
ONE APPLE PARK WAY · MS 41-4BEN · CUPERTINO, CA, 95014
Annual plan activity
Beginning assets$24,714,519,387
Ending assets$30,754,179,447
Employer contributions$786,029,511
Participant contributions$1,611,356,384
Total income$7,251,338,903
Benefits paid$1,207,963,701
Administrative expenses$12,029,637
Net income$6,029,416,136
Schedule D · end of year
Investments by manager
  • BLACKROCK INST. TRUST COMPANY, N.A.$13.6B
  • VANGUARD FIDUCIARY TRUST COMPANY$9.3B
  • SEI TRUST COMPANY$454M
  • BNY MELLON$206M
  • EATON VANCE TRUST COMPANY$204M
  • LOOMIS SAYLES$157M
  • RUSSELL INVESTMENTS TRUST COMPANY$97M
Schedule C · direct and indirect
Compensation by provider
  • RUSSELL INVESTMENTS CAPITAL, LLC$6M
  • FINANCIAL ENGINES$3M
  • FID INV INST OPS$2M
  • WILLIAM BLAIR INVESMENT MGMT$254K
  • FISHER INVESTMENT$230K
  • MARINER WEALTH ADVISORS, LLC$188K
  • BARROW HANELY, MEWHINNEY & STRAUS$160K
  • Other (18 more)$419K
Schedule C
Service providers
29
ProviderServicesLocationDirect compensation
RUSSELL INVESTMENTS CAPITAL, LLCEIN 911659779
  • 28Investment management
—$5,846,372
FINANCIAL ENGINESEIN 770473565
  • 27Investment advisory (plan)
—$3,193,997
FID INV INST OPSEIN 042647786
  • 37Participant loan processing
  • 64Recordkeeping fees
  • 65Account maintenance fees
  • 71Securities brokerage commissions and fees
—$1,841,676
WILLIAM BLAIR INVESMENT MGMTEIN 472614791
  • 26Investment advisory (participants)
  • 28Investment management
  • 50Direct payment from the plan
—$254,019
FISHER INVESTMENTEIN 943029777
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$230,089
MARINER WEALTH ADVISORS, LLCEIN 204553256
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$187,709
BARROW HANELY, MEWHINNEY & STRAUSEIN —
  • 26Investment advisory (participants)
  • 28Investment management
  • 50Direct payment from the plan
DALLAS, TX$159,963
TWIN PEAK WEALTH ADVISORSEIN 811580168
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$153,463
CREATIVE PLANNINGEIN 431270780
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$32,406
TITLEIST ASSET MGMT LLCEIN 920660938
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$28,028
DYNAMIC WEALTHEIN 263945222
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$26,933
ZUCKERMAN INVESTMENT GROUPEIN 371877552
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$24,844
SFMG WEALTH ADVISORSEIN 202107602
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$24,341
MISSION WEALTH MGMT LPEIN 823762916
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$16,825
ABOUND WEALTH MGMT LLCEIN 814120898
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$16,727
SUMMITRY LLCEIN 202133053
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$15,805
EP WEALTH ADVISORS LLCEIN 330152539
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$15,769
BRIGHTON JONE LLCEIN 912007475
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$11,110
IMAEIN 840783118
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$9,511
AZZAD ASSET MGMT INCEIN 223746116
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$9,444
CHURCHILL MGMT GROUPEIN 952472632
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$8,233
FINANCIAL MANAG NETWORK INCEIN 330490707
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$7,098
BLOOM ADVISORSEIN 200566114
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$6,835
CORIENTEIN 880967642
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$5,816
FORUM FINANCIAL MGMT LPEIN 383649535
  • 26Investment advisory (participants)
  • 51Investment management fees paid directly by plan
—$5,414
BLACKROCK INSTI. TRUST COMPANY, N.AEIN —
—NEW YORK, NY—
CHARLES SCHWAB & CO. INC. AND AFFILEIN 941737782
———
GALLIARD CAPITAL MANAGEMENT, INC.EIN 411813702
———
FID INV INST OPS COEIN 042647786
———
Schedule D
DFE & pooled interests
24
EntityTypeEIN / planEOY interest
VFTC INST 500 INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816327546 / 001$5,899,110,586
LIFEPATH INDEX 2050 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust260896020 / 001$2,859,723,912
LIFEPATH INDEX 2045 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust205115008 / 001$2,569,430,415
LIFEPATH INDEX 2055 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust272470604 / 001$2,392,267,765
LIFEPATH INDEX 2040 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust710986419 / 001$1,728,793,274
VFTC INT STOCK IND FUNDVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816317280 / 001$1,343,430,398
VFTC INST MARKET INDEXVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816324211 / 001$1,279,447,931
LIFEPATH INDEX 2035 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust205114956 / 001$1,248,382,855
LIFEPATH INDEX 2060 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust471878775 / 001$1,052,218,278
VFTC INS TOTAL BOND MARKET INDEXVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816321044 / 001$788,418,580
LIFEPATH INDEX 2030 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust710986424 / 001$739,173,519
LIFEPATH INDEX RETIRE FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust710986421 / 001$655,709,589
LIFEPATH INDEX 2065 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust841770109 / 001$315,673,526
GALLIARD INTERMEDIATE CORE FUND LSEI TRUST COMPANY
CCommon or collective trust276635237 / 001$263,353,462
BNY MELLON EB GLOBAL REAL ESTATE SEBNY MELLON
CCommon or collective trust256078093 / 183$206,131,432
EATON VANCE TRUST CO CIT HIGH YIELDEATON VANCE TRUST COMPANY
CCommon or collective trust421701287 / 001$203,973,254
GALLIARD SHORT CORE FUND FSEI TRUST COMPANY
CCommon or collective trust522252204 / 001$170,524,938
LOOMIS SAYLES CORE PLUS FIXED INCOMLOOMIS SAYLES
CCommon or collective trust846391546 / 010$156,507,121
RITC EMERGING MRKTRUSSELL INVESTMENTS TRUST COMPANY
CCommon or collective trust911117282 / 010$97,094,717
SHORT-TERM INVEST FUND IISEI TRUST COMPANY
CCommon or collective trust922544088 / 001$20,581,924
LIFEPATH INDEX 2070 FBLACKROCK INST. TRUST COMPANY, N.A.
CCommon or collective trust993702781 / 001$16,110,202
AB US SMALL MID-CP VALUE CIT W SERIWILMINGTON TRUST COMPANY
CCommon or collective trust384116868 / 532$0
BAILLIE GIFFORD INTERNATIONAL ALPHABAILLIE GIFFORD
CCommon or collective trust376703427 / 001$0
FIDELITY CONTRA FUND COMMINGLED POOFIDEITY MANAGEMENT TRUST COMPANY
CCommon or collective trust043022712 / 133$0