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Original filing (PDF)20250812220044NAL0004521299007
APPOMNI, INC.
Form 5500
FILING_RECEIVED
APPOMNI, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
178
Accounts w/ balance
181
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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)
87
/ 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Mutual Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPOMNI, INC..
Plan sponsor
Name
APPOMNI, INC.
EIN
32-0567143
Address
3 EAST THIRD AVE. · SUITE 200 · SAN MATEO, CA · 94401
Phone
(415) 799-1324
Industry
Custom Computer Programming· 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
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $6.6M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Mutual Fund | — | — | — | $3.1M | 44.6% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.0M | 15.2% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $736K | 10.7% | |
| Vanguard Emerging Markets Stk Admiral Mutual Fund | — | — | — | $523K | 7.6% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $254K | 3.7% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $252K | 3.7% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $232K | 3.4% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $117K | 1.7% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $89K | 1.3% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $45K | 0.7% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $38K | 0.6% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $31K | 0.4% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $26K | 0.4% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $21K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Group Mid-Cap Value Index Fund Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Industrials Index Admiral Mutual Fund ** 437 Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard FTSE All World Exus Sm Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Participant Loan to participant, bearing interest at 9.5% | — | — | — | $5K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund ** 453 Vanguard Group Large Cap Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Short Term Bond Index Admiral Mutual Fund ** 201 Vanguard Group High Dividend Yield Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group FTSE All World Ex US Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group International Dividend Appreciation Mutual Fund | — | — | — | $1K | <0.1% |
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