Plan Snapshot
- Plan Sponsor: Scale Ai, INC.
- Sponsor EIN: 812516208
- Sponsor Address: 650 TOWNSEND STREET, SAN FRANCISCO, CA, 94103
- Plan Type: DC
- Total Participants: 918
- Total Assets: $34.3M
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 | 918 | $34.3M | $0 | $10.8M |
| 2023 | 592 | $23.0M | $0 | $6.9M |
| 2022 | 531 | $15.4M | $0 | $6.7M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $29,599 | — | $29,599 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $23,434 | $23,434 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,033
- Estimated Expense Ratio: 0.155% 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 | $31,987 | $22,905 | — | — | — |
| 2023 | $23,007 | $14,491 | — | — | — |
| 2022 | $8,270 | $8,213 | $7 | — | — |