How big is Appian Corporation's plan?

Appian Corporation's plan reported $237.6M in assets and 1,339 participants for 2024.

Original filing (PDF)20251015141023NAL0006534848001

Appian Corporation

Name: Appian Corporation — Appian Corporation 401(k) Plan, Form 5500 (2024)
Creator: Appian Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Appian Corporation 401(k) Plan

401(k) retirement plan · Appian Corporation's Appian Corporation 401(k) Plan held $237.6M in plan assets for 1,339 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,339

Accounts w/ balance

1,902

Plan assets (EOY)

$237.6M

Net assets (EOY)

$237.6M

People on this filing

Srdjan Tanjga signed Appian Corporation's 2024 Form 5500 as plan administrator.

Srdjan Tanjga — 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

Appian Corporation's EIN is 54-1956084.

EIN 54-1956084

Plan number 001

Plan year 2024

ACK ID 20251015141023NAL0006534848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Appian Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Appian Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPIAN CORPORATION.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

APPIAN CORPORATION

EIN

all filings

Address

7950 JONES BRANCH DRIVE · MCLEAN, VA · 22102

Phone

(703) 442-8844

Industry

Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$333K	—

Investments

37 direct securities· $237.4M(100% of reported assets)

Other securities

$146.3M

20 holdings

Common Collective Trusts

$66.1M

5 holdings

Mutual Funds

$24.1M

10 holdings

Bonds / Notes

$891K

1 holding

U.S. Treasuries

$44K

1 holding

					% of plan
FIDELITY 500 INDEX FUND Mutual fund	Common Collective Trusts	—	—	$49.0M	20.6%
BLACKROCK LIFEPATH INDX 2060 K Mutual fund	Other securities	—	—	$29.8M	12.5%
BLACKROCK LIFEPATH INDX 2045 K Mutual fund	Other securities	—	—	$24.4M	10.3%
BLACKROCK LIFEPATH INDX 2050 K Mutual fund	Other securities	—	—	$22.2M	9.3%
BLACKROCK LIFEPATH INDX 2055 K Mutual fund	Other securities	—	—	$20.8M	8.8%
BLACKROCK LIFEPATH INDX 2040 K Mutual fund	Other securities	—	—	$15.8M	6.7%
BLACKROCK LIFEPATH INDX 2035 K MUTUAL FUNDS	Other securities	—	$8.0M	$9.3M	3.9%
T ROWE PRICE LRG CAP GRTH CL I Mutual fund	Mutual Funds	—	—	$7.6M	3.2%
BLACKROCK LIFEPATH INDX 2030 K Mutual fund	Other securities	—	—	$7.2M	3.0%
ISHARES MSCI EAFE INTRNL IDX K Mutual fund	Common Collective Trusts	—	—	$6.1M	2.6%
ISHARES RUSSELL MID-CAP IDX K Mutual fund	Common Collective Trusts	—	—	$4.8M	2.0%
ISHARES RUSSELL 2000 SML-CP K Mutual fund	Common Collective Trusts	—	$4.0M	$4.3M	1.8%
VANGUARD DIVIDEND APPRECTN ADM Mutual fund	Mutual Funds	—	—	$4.3M	1.8%
VANGUARD FEDERAL MONEY MKT INV Federal money market fund	Mutual Funds	—	—	$3.7M	1.6%
VANGUARD HIGH DIV YIELD INDX Mutual fund	Mutual Funds	—	—	$2.9M	1.2%
ISHARES U.S. AGGREGATE BND K Mutual fund	Other securities	—	—	$2.9M	1.2%
PRINCIPAL MIDCAP FUND CL R6 Mutual fund	Other securities	—	—	$2.1M	0.9%
VANGUARD INTL GRWT FD ADM CLAS Mutual fund	Mutual Funds	—	—	$1.9M	0.8%
NUVEEN INTRNL EQUITY IDX FD R6 Mutual fund	Common Collective Trusts	—	—	$1.9M	0.8%
AMERICAN NEW WORLD FUND Mutual fund	Other securities	—	—	$1.7M	0.7%
NUVEED LRG CP RESPONSIBLE R6 Mutual fund	Other securities	—	—	$1.6M	0.7%
AMERICAN BD FD OF AMERICA Mutual fund	Other securities	—	—	$1.4M	0.6%
BLACKROCK LIFEPATH INDX RET K Mutual fund	Other securities	—	—	$1.4M	0.6%
COLUMBIA DIVIDEND INCOME INST3 Mutual fund	Other securities	—	—	$1.3M	0.5%
VANGUARD INFLATION PROTECTED MUTUAL FUNDS	Mutual Funds	—	$1.3M	$1.2M	0.5%
NATIONWIDE GENEVA SMALL CAP R6 Mutual fund	Other securities	—	—	$1.1M	0.4%
Participant loans Interest rates ranging from 4.25% to 9.5%, —	Bonds / Notes	—	—	$891K	0.4%
ACCRUED INCOME ACCRUED INCOME 418 LOAN FUND LOANS	Other securities	—	$879K	$879K	0.4%
AMERICAN BALANCED FUND CL R6 Mutual fund	Other securities	—	—	$836K	0.4%
PIMCO INCOME FUND INSTL CL Mutual fund	Mutual Funds	—	—	$829K	0.3%
CALVERT US LRG CP CORE RESPN I Mutual fund	Other securities	—	—	$776K	0.3%
JANUS HENDERSON SML CAP VAL N MUTUAL FUNDS	Mutual Funds	—	$757K	$732K	0.3%
ALLSPRING SPECIAL MID CAP R6 Mutual fund	Other securities	—	—	$475K	0.2%
VANGUARD INTERNATIONAL VALUE Mutual fund	Mutual Funds	—	—	$465K	0.2%
PGIM HIGH YIELD FUND R6 Mutual fund	Other securities	—	—	$440K	0.2%
LORD ABBETT SHORT DURATION R6 Mutual fund	Mutual Funds	—	—	$425K	0.2%
NUVEEN CORE IMPACT BOND FD R6 Mutual fund	U.S. Treasuries	—	—	$44K	<0.1%