Back to filter
Original filing (PDF)20250730144306NAL0002011555001
SESSION AI INC
Form 5500-SF
FILING_RECEIVED
SESSION AI INC 401K PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
50
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SESSION AI INC.
Plan sponsor
Name
SESSION AI INC
EIN
46-5563093
Address
2310 HOMESTEAD ROAD · SUITE C1-339 · LOS ALTOS, CA · 94024
Phone
(415) 264-9253
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Software Publishers plans
FACILISGROUP, LLC
FACILISGROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.9M · 62 participants
YOJNA, INC.
YOJNA, INC EMPLOYEES SAVINGS & RETIREMENT PLAN
$3.9M · 14 participants
ASCENT CLOUD LLC
ASCENT CLOUD LLC 401(K) PLAN
$3.9M · 64 participants
HEALTH GORILLA INC.
HEALTH GORILLA INC 401(K) PLAN
$3.9M · 53 participants
EXPERT SYSTEM ENTERPRISE CORP.
EXPERT SYSTEM ENTERPRISE CORP. 401(K) PLAN
$3.9M · 13 participants
XYNTEK INCORPORATED
XYNTEK INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
$3.9M · 74 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B