Ai Cares Retirement Savings Plan
Sponsored by Ai Cares, Llc · EIN 300211408 · Plan #001
- Total assets
- $87.4M
- Net assets
- $87.4M
- Active participants
- 3,053
- With balances
- 1,877
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 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 | $124,376 |
| Gregory J Schwartz & Co Inc | Investment advisory (plan) | $61,170 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $87.4M | 3,053 | ack 20251015055153NAL0002006915001 |
| 01/01/2021 | $75.8M | 2,390 | ack 20251117093946NAL0002077232001 |
| 01/01/2020 | $63.7M | 2,746 | ack 20251117091739NAL0002329312001 |
| 01/01/2019 | $58.8M | 2,354 | ack 20251117091611NAL0000663123001 |