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Original filing (PDF)20250926220421NAL0012310643007
SCALE AI, INC.
Form 5500
FILING_RECEIVED
SCALE AI 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
918
Accounts w/ balance
1,066
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Mutual Fund" is 45% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCALE AI, INC..
Plan sponsor
Name
SCALE AI, INC.
EIN
81-2516208
Address
650 TOWNSEND STREET · SAN FRANCISCO, CA · 94103
Phone
(413) 497-2253
Industry
Data Processing, Hosting· 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $30K | — |
Investments
35 direct securities· $34.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Mutual Fund | — | — | — | $15.5M | 45.0% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $5.4M | 15.7% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $3.1M | 9.0% | |
| Vanguard European Stock Index Admiral Mutual Fund ** 706 Vanguard Emerging Markets Stock Index Admiral Mutual Fund | — | — | — | $2.8M | 8.1% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $1.5M | 4.4% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $1.3M | 3.8% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $1.1M | 3.1% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $997K | 2.9% | |
| Vanguard Group Growth Index Fund Admiral Mutual Fund | — | — | — | $866K | 2.5% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $310K | 0.9% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $150K | 0.4% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $138K | 0.4% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $124K | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund | — | — | — | $104K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $95K | 0.3% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual Fund ** 241 Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Mutual Fund | — | — | — | $92K | 0.3% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $91K | 0.3% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $90K | 0.3% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $82K | 0.2% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund | — | — | — | $68K | 0.2% | |
| Vanguard Group Long-Term Bond Index Admiral Mutual Fund | — | — | — | $47K | 0.1% | |
| Vanguard Group Value Index Fund Admiral Mutual Fund | — | — | — | $43K | 0.1% | |
| Vanguard Group Mid Cap Value Index Admiral Mutual Fund | — | — | — | $36K | 0.1% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $35K | 0.1% | |
| Vanguard Specialized Dividend Appreciation Index Fund Admiral Mutual Fund | — | — | — | $30K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $23K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $21K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $17K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $2K | <0.1% |