Marshall Lawless signed Appfolio, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appfolio, Inc.'s EIN is 26-0359894.
Download the official 2024 Form 5500 (PDF) for Appfolio, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appfolio, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $212K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $41.3M | 27.0% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $37.6M | 24.6% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $24.6M | 16.1% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $14.6M | 9.6% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Large Gap R6 Fund | Common Stocks | — | — | $6.8M | 4.5% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $4.2M | 2.8% | |
| Vanguard Group Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $4.2M | 2.7% | |
| Fidelity Management & Research Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $4.1M | 2.7% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $2.2M | 1.4% | |
| Massachusetts Financial Svc Co MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $2.1M | 1.4% | |
| Capital Research and Mgmt Co American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $1.5M | 1.0% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| MassMutual Small Cap Growth Equity I Fund | Other securities | — | — | $1.3M | 0.8% | |
| Fidelity Management & Research Fidelity Total Bond Fund | Mutual Funds | — | — | $1.1M | 0.7% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Mutual Funds | — | — | $802K | 0.5% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $789K | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $768K | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $731K | 0.5% | |
| Fidelity Management & Research Fidelity Total International Index Fund | Common Collective Trusts | — | — | $588K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $508K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $462K | 0.3% | |
| Massachusetts Financial Svc Co MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $455K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $260K | 0.2% | |
| Fidelity Management & Research Fidelity US Bond Index | Mutual Funds | — | — | $247K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $118K | <0.1% | |
| Vanguard Group Vanguard Target Retirement Inc Inv Fund | Mutual Funds | — | — | $98K | <0.1% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
