Original filing (PDF)20251015130721NAL0004931025001

AI ENGINEERS, INC.

Name: AI ENGINEERS, INC. — AI ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: AI ENGINEERS, INC.

Form 5500

FILING_RECEIVED

AI ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

248

Accounts w/ balance

258

Plan assets (EOY)

$6.7M

Net assets (EOY)

-$204K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AI ENGINEERS, INC..

Plan sponsor

Name

AI ENGINEERS, INC.

EIN

06-1327598

Address

919 MIDDLE ST · MIDDLETOWN, CT · 064571526

Phone

(860) 635-7740

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2P · Leveraged ESOP

2I · Stock bonus

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

SIMIONE MACCA & LARROW, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $6.2M(92% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	AI Engineers, Inc. Common 21,000.0000 Shares of Common Stock	—	—	$6.9M	$6.2M	92.4%

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