Applied Intuition 401(k) match, vesting and fees
What Applied Intuition's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Guideline, Inc. | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Applied Intuition: employer contribution per participant | $8,049 | |
| Peer median | $2,600 |
| Applied Intuition: average balance | $63,248 | |
| Peer median | $84,124 |
| Applied Intuition: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7M at the end of plan year 2021 to $42M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 706 | $42M | $5.3M | $8,049 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 424 | $23.5M | $3.3M | $8,090 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 273 | $10.6M | $1.8M | $6,852 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 148 | $7M | $1.1M | $7,601 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Applied Intuition match 401(k) contributions?
The match terms for the Applied Intuition 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $8,049 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Applied Intuition 401(k) match vested?
The vesting schedule for the Applied Intuition 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Applied Intuition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Guideline, Inc.. The plan administrator is Guideline Rk, LLC.
I left Applied Intuition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Guideline Rk, LLC, (888) 228-3491) or the recordkeeper, Guideline, Inc.. The Applied Intuition old 401(k) page lists the contacts from every plan filing. Find an old Applied Intuition 401(k)
Data from the public Form 5500 annual reports Applied Intuition filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Applied Intuition. Not financial advice. Report a correction · Methodology