How big is Applied Intuition, Inc.'s plan?

Applied Intuition, Inc.'s plan reported $42.0M in assets and 595 participants for 2024.

Original filing (PDF)20251013192527NAL0000913491005

Applied Intuition, Inc.

Name: Applied Intuition, Inc. — Applied Intuition 401(k), Form 5500 (2024)
Creator: Applied Intuition, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Applied Intuition 401(k) Plan

401(k) retirement plan · Applied Intuition, Inc.'s Applied Intuition 401(k) Plan held $42.0M in plan assets for 595 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late participant contributions46% in single holdingCorrective distributions issued

Active participants

595

Accounts w/ balance

664

Plan assets (EOY)

$42.0M

Net assets (EOY)

$42.0M

People on this filing

QIAN LIU signed Applied Intuition, Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Applied Intuition, Inc.'s EIN is 35-2602696.

EIN 35-2602696

Plan number 001

Plan year 2024

ACK ID 20251013192527NAL0000913491005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Intuition, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

APPLIED INTUITION, INC.

EIN

all filings

Address

145 E. DANA ST. · MOUNTAIN VIEW, CA · 94041

Phone

(650) 808-7181

Industry

Custom Computer Programming· Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$25K	—

Investments

38 direct securities· $41.6M(99% of reported assets)

Common Collective Trusts

$35.1M

32 holdings

Mutual Funds

$6.5M

6 holdings

					% of plan
Vanguard Total Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$18.9M	45.1%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.9M	16.5%
Investments Vanguard Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.8M	9.0%
Vanguard Emerging Markets Stock Fund Mutual Fund	Mutual Funds	—	—	$3.7M	8.8%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	4.1%
Vanguard Index 500 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	4.0%
Vanguard Total International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	3.0%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$917K	2.2%
Vanguard Information Technology Fund Mutual Fund	Mutual Funds	—	—	$878K	2.1%
Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$199K	0.5%
Vanguard Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$161K	0.4%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$142K	0.3%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$133K	0.3%
Vanguard Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$114K	0.3%
Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund	Common Collective Trusts	—	—	$107K	0.3%
Vanguard Energy Index Fund Mutual Fund	Common Collective Trusts	—	—	$103K	0.2%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$99K	0.2%
Vanguard Total Institutional Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$98K	0.2%
Vanguard Telecom Services Index Fund Mutual Fund	Common Collective Trusts	—	—	$92K	0.2%
Vanguard Large Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$77K	0.2%
Vanguard Specialized Dividend Appreciation Fund Mutual Fund	Mutual Funds	—	—	$59K	0.1%
Vanguard FTSE All World Ex-U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$50K	0.1%
Vanguard FTSE Social Index Fund Mutual Fund	Common Collective Trusts	—	—	$40K	<0.1%
Vanguard Materials Index Fund Mutual Fund	Common Collective Trusts	—	—	$38K	<0.1%
Vanguard Long Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$34K	<0.1%
Vanguard Health Care Index Fund Mutual Fund	Common Collective Trusts	—	—	$34K	<0.1%
Vanguard Industrials Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	<0.1%
Vanguard Intermediate Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$29K	<0.1%
Vanguard Pacific Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$29K	<0.1%
Vanguard High Dividend Yield Index Fund Mutual Fund	Common Collective Trusts	—	—	$26K	<0.1%
Vanguard Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$26K	<0.1%
Vanguard Short Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$23K	<0.1%
Vanguard Financials Index Fund Mutual Fund	Common Collective Trusts	—	—	$21K	<0.1%
Vanguard Utilities Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	<0.1%
Vanguard FTSE All World Ex-U.S. Small Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Vanguard European Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
Vanguard Mid-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%