Plan Snapshot
- Plan Sponsor: Eightfold Ai INC
- Sponsor EIN: 812902748
- Sponsor Address: 2625 AUGUSTINE DRIVE SUITE 601, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 297 | $23.5M | $634,163 | $4.9M |
| 2023 | 283 | $17.4M | $598,988 | $4.4M |
| 2022 | 367 | $12.5M | $706,958 | $4.7M |
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 |
|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | Investment Advisor | $16,322 | — | $16,322 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $8,439 | — | $8,439 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,761
- Estimated Expense Ratio: 0.105% 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 | $24,762 | $16,323 | — | — | — |
| 2023 | $17,789 | $12,815 | — | — | — |
| 2022 | $9,061 | $7,224 | $1,837 | — | — |