Plan Snapshot
- Plan Sponsor: People.Ai, INC
- Sponsor EIN: 811859014
- Sponsor Address: 548 MARKET STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 101 | $7.7M | $0 | $1.6M |
| 2023 | 100 | $5.9M | $0 | $1.3M |
| 2022 | 104 | $4.7M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| CARON BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,255 | $1,501 | — | — | — |
| 2023 | $23,512 | $2,121 | — | — | — |
| 2022 | $18,355 | $1,828 | $16,527 | — | — |