# Scale Ai, INC. DC Plan
Source: https://planprovider.pro/companies/scale-ai-inc-plan-001

> Scale Ai, INC.'s DC plan: 918 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

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