Plan Snapshot
- Plan Sponsor: Seamless Ai
- Sponsor EIN: 824218356
- Sponsor Address: 7652 SAWMILL RD., DUBLIN, OH, 43016
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $4.5M
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 | 192 | $4.5M | $551,479 | $1.1M |
| 2023 | 166 | $3.2M | $465,463 | $727,659 |
| 2022 | 163 | $1.5M | $377,226 | $567,828 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN AND COMPANY, LLP | Auditor | — | — | $0 |
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 | $15,523 | $11,859 | — | — | — |
| 2023 | $3,482 | $1,718 | — | — | — |
| 2022 | — | — | — | — | — |