Plan Snapshot
- Plan Sponsor: Data.Ai, INC
- Sponsor EIN: 460731379
- Sponsor Address: 44 MONTGOMERY ST, 3RD FLOOR, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $0 | $1.2M |
| 2023 | 161 | $15.1M | $0 | $2.8M |
| 2022 | 211 | $11.5M | $1,550 | $3.0M |
| 2021 | 203 | $11.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $92,436 | — | $92,436 |
| ANDERS MINKLER HUBER AND HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ANDERS MINKLER HUBER AND HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,436
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 | $32,550 | — | — | — | — |
| 2023 | $46,218 | — | — | — | — |
| 2022 | $37,791 | — | — | — | — |
| 2021 | — | — | — | — | — |