Plan Snapshot
- Plan Sponsor: C3.Ai, INC.
- Sponsor EIN: 263999357
- Sponsor Address: 1400 SEAPORT BOULEVARD, REDWOOD CITY, CA, 94063
- Plan Type: DC
- Total Participants: 785
- Total Assets: $60.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 785 | $60.1M | $5,082 | $10.6M |
| 2023 | 727 | $43.9M | $0 | $10.4M |
| 2022 | 733 | $28.5M | $0 | $8.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $60,272 | — | $60,272 |
| WESPAC ADVISROS LLC | NONE | $25,000 | — | $25,000 |
| SILICON VALLEY ACCOUNTANCY COR | NONE | $21,762 | — | $21,762 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,034
- Estimated Expense Ratio: 0.178% 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 | $110,226 | $45,594 | $228 | $21,534 | — |
| 2023 | $87,323 | $36,356 | — | $21,330 | — |
| 2022 | $76,023 | $27,413 | — | — | $22,275 |