APPFOLIO, INC. 401(K) PLAN

  • Address: 70 CASTILIAN DR,GOLETA,CA
  • Contact person: ELIZABETH BARAT
  • Phone: (816) 777-8325
Investment Options of APPFOLIO, INC. 401(K) PLAN (as of 2022)
PRINCIPAL STABLE VALUE FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN MIDCAP SEP ACCT-I2 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN CORE PLUS BOND SEP ACT-I4 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN DIV INTL SA-I5 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LGCAP S&P 500 INDEX SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
PRIN MIDCAP VALUE I SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP S&P 600 INDEX SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP S&P 400 IDX SA-R6 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALLCAP GROWTH I SA-I2 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP GROWTH I SA-I2 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETM 2010 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2020 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRINL LIFETIME 2030 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2040 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2050 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME STRAT INC SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN REAL ESTATE SECS SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP VALUE II SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN CAPITAL APPR SA-Z (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN EQUITY INCOME SA-I5 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2060 SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY)

APPFOLIO, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of APPFOLIO, INC. 401(K) PLAN is $82,432,202.00.This plan was established in 2007.

At the end of 2022, the total number of retirement plan participants in APPFOLIO, INC. 401(K) PLAN is 1928

In 2022, the average participant retirement account value for APPFOLIO, INC. 401(K) PLAN is $42,755.00

In 2022, the estimated average employee contribution amount per participant for APPFOLIO, INC. 401(K) PLAN is $8,550.00

In 2022, the estimated average employer match for an employee in APPFOLIO, INC. 401(K) PLAN is approximately $3,166.00

In 2022, APPFOLIO, INC. 401(K) PLAN allocates $6,104,078.00 to match its employees' contributions, providing an employer match rate of 39.19% of their contributions

In 2022, the total retirement plan asset growth rate of APPFOLIO, INC. 401(K) PLAN is 2.61%

In 2022, the estimated aggregate retirement account investment gain/loss for APPFOLIO, INC. 401(K) PLAN is -17.52%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of APPFOLIO, INC. 401(K) PLAN is 0.04%.

See stock info (APPF) related to APPFOLIO, INC. 401(K) PLAN

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