C3.Ai, Inc. 401(k) Plan
Sponsored by C3.Ai, Inc. · EIN 263999357 · Plan #001
- Total assets
- $60.1M
- Net assets
- $60.1M
- Active participants
- 785
- With balances
- 833
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $60,272 |
| Wespac Advisros Llc | Investment management, Direct payment from the plan | $25,000 |
| Silicon Valley Accountancy Cor | Accounting, Direct payment from the plan | $21,762 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $112 |