A.I. Solutions, Inc. 401(k) Plan
Sponsored by A.I. Solutions, Inc. · EIN 522005040 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 454
- With balances
- 678
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Trustee (directed), Participant loan processing, Investment management fees (indirect) | $60,534 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $30,000 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $10,000 |