Digital.Ai 401(k) Savings & Investment Plan
Sponsored by Digital.Ai Software, Inc. · EIN 680433055 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 169
- With balances
- 331
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Amg Funds Llc CRD 153456 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $33,911 |
| Amg Funds | Investment management, Shareholder servicing fees | $0 |
| Artisan Funds | Investment management, Shareholder servicing fees | $0 |
| Baird Funds | Investment management, Shareholder servicing fees | $0 |
| Dreyfus | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Frost Bank Funds | Investment management, Shareholder servicing fees | $0 |
| Manning & Napier | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| William Blair Funds | Investment management, Shareholder servicing fees | $0 |