# Appfolio, INC. 401(k) Plan
Source: https://planprovider.pro/companies/appfolio-inc-401k-plan

> Appfolio, INC.'s 401(k) plan: 1,612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appfolio, INC.

- **Sponsor EIN:** 260359894

- **Sponsor Address:** 70 CASTILIAN DR, GOLETA, CA, 931173026

- **Plan Type:** 401(k)

- **Total Participants:** 1,612

- **Total Assets:** $152.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,612|$152.9M|$7.2M|$18.5M|

| 2023|1,504|$121.6M|$7.1M|$18.2M|

| 2022|1,757|$82.4M|$6.1M|$15.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$211,817|—|$211,817|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $211,817

- **Estimated Expense Ratio:** 0.139% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$211,818|—|$211,818|—|—|

| 2023|$30,685|—|$30,685|—|—|

| 2022|$37,023|—|$37,023|—|—|

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