Nick Powers signed Digital.AI Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Digital.AI Software, Inc.'s EIN is 68-0433055.
Download the official 2024 Form 5500 (PDF) for Digital.AI Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Digital.AI Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $4.0M | 17.8% | |
| T. ROWE PRICE RETIREMENT 2035 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2045 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2040 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.4% | |
| William Blair Large Cap Growth Fund I " | Other securities | — | — | $1.3M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2055 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $897K | 4.0% | |
| T. ROWE PRICE RETIREMENT 2030 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $847K | 3.8% | |
| T.ROWE PRICE STABLE VALUE N T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $831K | 3.7% | |
| Champlain Mid Cap I Fund " | Other securities | — | — | $776K | 3.5% | |
| T. ROWE PRICE RETIREMENT 2050 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $768K | 3.4% | |
| Vanguard Total International Stock Index Fund Admiral " | Common Collective Trusts | — | — | $653K | 2.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $639K | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $592K | 2.7% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $587K | 2.6% | |
| MFS Value Fund R3 " | Mutual Funds | — | — | $476K | 2.1% | |
| GW&K SMALL CAP CORE EQUITY COLLECTI GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $407K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $398K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2060 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $342K | 1.5% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $277K | 1.2% | |
| Vanguard Real Estate Index Fund Admiral " | Common Collective Trusts | — | — | $264K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2005 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $244K | 1.1% | |
| BNY Mellon International Stock Fund I " | Other securities | — | — | $203K | 0.9% | |
| Baird Core Plus Bond Institutional Fund " | Other securities | — | — | $146K | 0.7% | |
| Fidelity Emerging Markets Fund " | Mutual Funds | — | — | $131K | 0.6% | |
| Manning & Napier Rainier International Discovery Z Fund " | Other securities | — | — | $91K | 0.4% | |
| Fidelity Strategic Dividend & Income Fund " | Mutual Funds | — | — | $73K | 0.3% | |
| Participant Loans (4.25%-9.50%) - | Bonds / Notes | — | — | $72K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $31K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| TIAA-CREF Emerging Markets Debt Institutional Fund " | Mutual Funds | — | — | $14K | <0.1% | |
| T. Rowe Price Government Money Fund Mutual fund | Other securities | — | — | $9K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $197 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $34K | — |
| AMG FUNDS | 06-1555943 | — | NONE | $0 | — |
| ARTISAN FUNDS | 30-0551775 | — | NONE | $0 | — |
| BAIRD FUNDS | 39-2002095 | — | NONE | $0 | — |
| DREYFUS | 13-5673135 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| FROST BANK FUNDS | 74-2058155 | — | NONE | $0 | — |
| MANNING & NAPIER | — | FAIRPORT, NY | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
