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Original filing (PDF)20251013192527NAL0000913491005
APPLIED INTUITION, INC.
Form 5500
FILING_RECEIVED
APPLIED INTUITION 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
595
Accounts w/ balance
664
Plan assets (EOY)
$42.0M
Net assets (EOY)
$42.0M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED INTUITION, INC..
Plan sponsor
Name
APPLIED INTUITION, INC.
EIN
35-2602696
Address
145 E. DANA ST. · MOUNTAIN VIEW, CA · 94041
Phone
(650) 808-7181
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $25K | — |
Investments
38 direct securities· $41.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $18.9M | 45.1% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $6.9M | 16.5% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $3.8M | 9.0% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $3.7M | 8.8% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $1.7M | 4.1% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $1.7M | 4.0% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $1.3M | 3.0% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $917K | 2.2% | |
| Vanguard Information Technology Fund Mutual Fund | — | — | — | $878K | 2.1% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund | — | — | — | $199K | 0.5% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $161K | 0.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $142K | 0.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $133K | 0.3% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $114K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $107K | 0.3% | |
| Vanguard Energy Index Fund Mutual Fund | — | — | — | $103K | 0.2% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $99K | 0.2% | |
| Vanguard Total Institutional Stock Index Fund Mutual Fund | — | — | — | $98K | 0.2% | |
| Vanguard Telecom Services Index Fund Mutual Fund | — | — | — | $92K | 0.2% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $77K | 0.2% | |
| Vanguard Specialized Dividend Appreciation Fund Mutual Fund | — | — | — | $59K | 0.1% | |
| Vanguard FTSE All World Ex-U.S. Index Fund Mutual Fund | — | — | — | $50K | 0.1% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $40K | <0.1% | |
| Vanguard Materials Index Fund Mutual Fund | — | — | — | $38K | <0.1% | |
| Vanguard Long Term Bond Index Fund Mutual Fund | — | — | — | $34K | <0.1% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $34K | <0.1% | |
| Vanguard Industrials Index Fund Mutual Fund | — | — | — | $33K | <0.1% | |
| Vanguard Intermediate Term Bond Index Fund Mutual Fund | — | — | — | $29K | <0.1% | |
| Vanguard Pacific Stock Index Fund Mutual Fund | — | — | — | $29K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| Vanguard Short Term Bond Index Fund Mutual Fund | — | — | — | $23K | <0.1% | |
| Vanguard Financials Index Fund Mutual Fund | — | — | — | $21K | <0.1% | |
| Vanguard Utilities Index Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard FTSE All World Ex-U.S. Small Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard European Stock Index Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $2K | <0.1% |