Integration Appliance, Inc. 401(k) Plan: Login, Facts & Contact Information

Integration Appliance, Inc. 401(k) Plan Facts

Plan name
INTAPP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INTEGRATION APPLIANCE, INC. DBA INTAPP
Participants
1,270 (865 active employees)
Former employees with a balance
155
Plan assets
$112,126,879 at Dec 31, 2024
Average account balance
$106,788 across 1,050 accounts
Employer contributions
$8,672,713 in plan year 2024 (37% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $23.8 million went into the plan in contributions, $8.67 million of it from the employer (37%).
  • $9.07 million was paid out to participants.
  • Investment and other income added $13.5 million.
  • Administrative expenses were $111,979, about $107 per account.

How the Integration Appliance, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019445$37.2 million$1.86 million$2.90 million
2020666$49.7 million$2.22 million$4.79 million
2021734$65.5 million$2.76 million$5.22 million
2022969$64.3 million$3.45 million$6.01 million
20231,142$84.0 million$6,042$6.43 million
20241,270$112.1 million$8.67 million$9.07 million

Integration Appliance, Inc. 401(k) Contact Information

Phone
650-852-0400
Mailing address
3101 PARK BOULEVARD, PALO ALTO CA 94306
Plan sponsor
INTEGRATION APPLIANCE, INC. DBA INTAPP
Employer identification number (EIN)
77-0566254
Plan number
001

Questions about the Integration Appliance, Inc. 401(k)

Does Integration Appliance, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.67 million, 37% of all contributions.

Does the Integration Appliance, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Integration Appliance, Inc 401(k) plan?

1,270 participants at the start of plan year 2024, 865 of them active employees, and 155 former employees who still had money in the plan.

What is the average 401(k) balance at Integration Appliance, Inc?

About $106,788 per account: $112.1 million in plan assets across 1,050 accounts with a balance at the end of plan year 2024.

Who manages the Integration Appliance, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Integration Appliance, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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