Plan Ledger DOL Form 5500 · updated monthly

Applied Intuition, Inc.401(k)

APPLIED INTUITION 401(K) PLAN · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Applied Intuition, Inc. reported $28,375 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,983 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,053rd-largest of 9,483 plans among California employers on file, and the 3,183rd of 11,654 in professional & technical services. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 240 to 595 since 2022.

Plan summary
Net assets, end of year$41,996,445
Participants with balances664
Active participants595
Employer contributions$5,344,741
Employee contributions$10,717,556
Employer contribution per active participant$8,983
Average account balance$63,248
Benefits paid to participants$3,687,907
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.0M · 664 accts · $5.3M emplr
2023$23.5M · 411 accts · $3.3M emplr
2022$10.6M · 264 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,412
Investment management$25,963
Total administrative$28,375
The Applied Intuition, Inc. 401(k) match · 2024
Employer contribution per active participant$8,983
Median for plans this size$2,416
2024$8,983 per active participant
2023$8,867 per active participant
2022$7,537 per active participant

Applied Intuition, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GUIDELINE, INC. · Plan administrator · Recordkeeping$25,328
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,375 · 0.09%
2023$13,920 · 0.08%
2022$5,479 · 0.06%
Same employer
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Murchison & Cumming, LLP CA$42.5M · 0.17%
Nexon America, Inc. CA$42.4M · 0.33%
Viant Technology LLC CA$42.2M · 0.18%
Revolution Medicines, Inc. CA$42.1M · 0.01%
Miller Kaplan Arase LLP CA$42.0M · 0.02%
Avantus LLC CA$41.7M · 0.02%
Auditboard, Inc. CA$41.4M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352602696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.