AUMdb

247.Ai, Inc. 401(k) Plan

Sponsored by 24 7.Ai, Inc. · EIN 943359939 · Plan #002

Total assets
$35.3M
Net assets
$35.3M
Active participants
97
With balances
339

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
Three Bell Capital Llc CRD 159736 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $47,937
Three Bell Capital Investment advisory (plan) $41,538