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Original filing (PDF)20251010052423NAL0017155922001
APPDIRECT, INC.
Form 5500
FILING_RECEIVED
APPDIRECT 401(K) PLAN
401(k) retirement plan
Active participants
410
Accounts w/ balance
550
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPDIRECT, INC..
Plan sponsor
Name
APPDIRECT, INC.
EIN
27-0610966
Address
447 SUTTER STREET, SUITE 405, · PMB 1116 · SAN FRANCISCO, CA · 94108
Phone
(888) 315-5301
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS CPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY RETIREMENT SERVICES, | 27-2233898 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
32 direct securities· $30.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Target Retirement 2050 Mutual Funds | — | — | — | $5.5M | 18.1% | |
| Vngrd Target Retirement 2040 Mutual Funds | — | — | — | $4.7M | 15.4% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $3.9M | 12.9% | |
| Vngrd Target Retirement 2055 Mutual Funds | — | — | — | $3.1M | 10.2% | |
| Vngrd Target Retirement 2030 Mutual Funds | — | — | — | $3.0M | 9.9% | |
| Vngrd Target Retirement 2045 Mutual Funds | — | — | — | $1.6M | 5.4% | |
| Vngrd Target Retirement 2060 Mutual Funds | — | — | — | $1.5M | 5.0% | |
| Vngrd Target Retirement 2035 Mutual Funds | — | — | — | $1.2M | 4.1% | |
| Vanguard Growth Index Fd Mutual Funds | — | — | — | $929K | 3.1% | |
| Fidelity Contrafund Mutual Funds | — | — | — | $671K | 2.2% | |
| Vanguard Small Cap Index Mutual Funds | — | — | — | $523K | 1.7% | |
| Participant loans 50 loans; 4.5-9.50% | — | — | — | $394K | 1.3% | |
| Vngrd Target Retirement 2025 Mutual Funds | — | — | — | $360K | 1.2% | |
| Vngrd Mid Cap Index Fund Mutual Funds | — | — | — | $358K | 1.2% | |
| Vanguard Mid Cap Grth Idx Adm Mutual Funds | — | — | — | $317K | 1.0% | |
| Vanguard Equity Income Adm Mutual Funds | — | — | — | $300K | 1.0% | |
| Vngrd Interm-Term Bond Ind Adm Mutual Funds | — | — | — | $192K | 0.6% | |
| Schwab International Index Fd Mutual Funds | — | — | — | $187K | 0.6% | |
| Vngrd Cash Res Fed Mon Mkt Adm Mutual Funds | — | — | — | $185K | 0.6% | |
| AB Small Cap Growth Mutual Funds | — | — | — | $179K | 0.6% | |
| Vngrd Target Retirement 2020 Mutual Funds | — | — | — | $176K | 0.6% | |
| American Fds Europacific Growth Mutual Funds | — | — | — | $164K | 0.5% | |
| MFS International Value Mutual Funds | — | — | — | $143K | 0.5% | |
| Vanguard Mid Cap Value Idx Adm Mutual Funds | — | — | — | $128K | 0.4% | |
| Vngrd Dividend Appreciation Idx Mutual Funds | — | — | — | $113K | 0.4% | |
| Vngrd Total World Stk Idx Adm Mutual Funds | — | — | — | $108K | 0.4% | |
| Vngrd Target Retirement 2065 Mutual Funds | — | — | — | $93K | 0.3% | |
| Vngrd Target Retirement Income Mutual Funds | — | — | — | $88K | 0.3% | |
| Fidelity Value Mutual Funds | — | — | — | $49K | 0.2% | |
| Fidelity Gnma Fund Mutual Funds | — | — | — | $33K | 0.1% | |
| Vngrd Target Retirement 2070 Mutual Funds | — | — | — | $17K | <0.1% | |
| similar party Investment Value Vngrd Short Term Bond Ind Adm Mutual Funds | — | — | — | $17K | <0.1% |
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