How big is Appendio Inc.'s plan?

Appendio Inc.'s plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260524125049NAL0004599345001

Appendio Inc.

Name: Appendio Inc. — Appendio, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Appendio Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appendio, Inc. 401(k) Plan

401(k) retirement plan · Appendio Inc.'s Appendio, Inc. 401(k) Plan held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Roy signed Appendio Inc.'s 2025 Form 5500 as plan administrator.

Daniel Roy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Appendio Inc.'s EIN is 20-3743357.

EIN 20-3743357

Plan number 001

Plan year 2025

ACK ID 20260524125049NAL0004599345001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Appendio Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Appendio Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

APPENDIO INC

EIN

all filings

Address

63 POND ST · BRAINTREE, MA · 02184

Phone

(617) 901-1552

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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