Plan Snapshot
- Plan Sponsor: 24 7.Ai, INC.
- Sponsor EIN: 943359939
- Sponsor Address: 2001 LOGIC DRIVE, SAN JOSE, CA, 95124
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 301
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 301 | $37.1M | $0 | $0 |
| 2024 | 97 | $35.3M | $0 | $1.4M |
| 2023 | 101 | $31.5M | $0 | $1.9M |
| 2022 | 293 | $27.1M | $0 | $2.5M |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL | Investment Advisor | $45,668 | — | $45,668 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $35,632 | — | $35,632 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,300
- Estimated Expense Ratio: 0.219% 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 |
|---|---|---|---|---|---|
| 2025 | $5,005,851 | $48,909 | — | — | — |
| 2024 | $92,124 | $44,187 | — | — | — |
| 2023 | $89,997 | $40,462 | — | — | — |
| 2022 | $111,909 | $4,698 | — | — | — |