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Original filing (PDF)20251003142537NAL0000906803001
INTEGRATION APPLIANCE, INC. DBA INTAPP
Form 5500
FILING_RECEIVED
INTAPP 401(K) PLAN
401(k) retirement plan
Active participants
865
Accounts w/ balance
1,050
Plan assets (EOY)
$112.1M
Net assets (EOY)
$112.1M
How this plan invests
This plan
36 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATION APPLIANCE, INC. DBA INTAPP.
Plan sponsor
Name
INTEGRATION APPLIANCE, INC. DBA INTAPP
EIN
77-0566254
Address
3101 PARK BOULEVARD · PALO ALTO, CA · 94306
Phone
(650) 852-0400
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VITA PLANNING GROUP LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $55K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $57K | — |
Investments
36 direct securities· $112.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $17.7M | 15.8% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $10.2M | 9.1% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $9.3M | 8.3% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $8.3M | 7.4% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $7.7M | 6.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $7.5M | 6.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $6.9M | 6.1% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $6.6M | 5.9% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $4.4M | 3.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $3.9M | 3.5% | |
| Fidelity Contrafund Fund Mutual Fund | — | — | — | $3.8M | 3.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $2.9M | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $2.9M | 2.6% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $2.6M | 2.3% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.5M | 2.3% | |
| Self Directed Brokerage Accounts Self-Directed Brokerage Accounts | — | — | — | $2.2M | 1.9% | |
| Empower T. Rowe Price Mid Cap Growth Fund Mutual Fund | — | — | — | $1.3M | 1.1% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 1.1% | |
| JPMorgan Mid Cap Value Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| Empower International Value Fund Mutual Fund | — | — | — | $1.0M | 0.9% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $882K | 0.8% | |
| maturing through April 2039 | — | — | — | $795K | 0.7% | |
| Fidelity Capital & Income Fund Mutual Fund | — | — | — | $742K | 0.7% | |
| DFA Real Estate Securities Fund Mutual Fund | — | — | — | $711K | 0.6% | |
| Federated Hermes Kaufmann Small Cap Fund Mutual Fund | — | — | — | $711K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Fund Mutual Fund | — | — | — | $624K | 0.6% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | — | — | — | $608K | 0.5% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $594K | 0.5% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $581K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $509K | 0.5% | |
| American Century Global Small Cap Fund Mutual Fund | — | — | — | $498K | 0.4% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund | — | — | — | $238K | 0.2% | |
| PIMCO Global Bond Opportunity Fund (USD-HEDGED) Mutual Fund | — | — | — | $220K | 0.2% | |
| T. Rowe Price Institutional Floating Rate Fund Mutual Fund | — | — | — | $192K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $155K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $6K | <0.1% |