Apfs 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 001Employer EIN 20-4714798
- Participants (2025)
- 4,711
- Net assets (2025)
- $237 million
- Recordkeeper
- PrincipalEarlier: Ascensus (2013–2014), Transamerica (2011–2012)
- Plan administrator
- Apfs LLC
225 W Randolph Suite 1900
Chicago, IL 60606
(312) 424-0300As filed for 2025 - In effect since
- January 1, 2001
Earlier sponsor: Addison Professional Financial Search, Inc. (2009–2011).
Earlier plan names: Addison Search 401(k) Plan; Addison Search 401K Plan.
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 4,711 | $237 million | Principal |
| 2024 | 4,797 | $198 million | Principal |
| 2023 | 6,373 | $159 million | Principal |
| 2022 | 7,553 | $113 million | Principal |
| 2021 | 5,930 | $114 million | Principal |
| 2020 | 10,763 | $84.3 million | Principal |
| 2019 | 10,773 | $61.6 million | Principal |
| 2018 | 4,118 | $29.3 million | Principal |
| 2017 | 1,902 | $23.5 million | Principal |
| 2016 | 1,095 | $15.9 million | Principal |
| 2015 | 735 | $11.6 million | Principal |
| 2014 | 374 | $9.6 million | Ascensus |
| 2013 | 236 | $8.8 million | Ascensus |
| 2012 | 185 | $6.9 million | Transamerica |
| 2011 | 2,856 | $6.0 million | Transamerica |
| 2010 | 2,042 | $5.5 million | not listed |
| 2009 | 1,593 | $4.8 million | not listed |