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Original filing (PDF)20251014182944NAL0004790592001
ELECTRIC AI, INC.
Form 5500
FILING_RECEIVED
ELECTRIC AI, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
176
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRIC AI, INC..
Plan sponsor
Name
ELECTRIC AI, INC.
EIN
81-3915263
Address
915 BROADWAY SUITE 1106 · NEW YORK, NY · 10010
Phone
(646) 430-8333
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
| CETERA ADVISORS LLC | 84-0858799 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV. PARTICIPANTS | $0 | — |
Investments
32 direct securities · 1 pooled fund· $6.2M(100% of reported assets)
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.
Uncategorized
$6.2M
32 holdings
Pooled Separate Account
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2050 Inv Fund Registered Investment Company | — | — | — | $1.1M | 17.2% | |
| Vanguard Tgt Rmt 2055 Inv Fund Registered Investment Company | — | — | — | $953K | 15.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund Registered Investment Company | — | — | — | $881K | 14.3% | |
| Vanguard Tl Stk Mkt Inx Adm Fd Registered Investment Company | — | — | — | $853K | 13.8% | |
| Vanguard Tgt Rmt 2030 Inv Fund Registered Investment Company | — | — | — | $453K | 7.3% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $281K | 4.5% | |
| Vanguard Tgt Rmt 2045 Inv Fund Registered Investment Company | — | — | — | $245K | 4.0% | |
| iShares MSCI EAFE Int Idx K Fd Registered Investment Company | — | — | — | $177K | 2.9% | |
| AB Large Cap Growth Z Fund Registered Investment Company | — | — | — | $133K | 2.2% | |
| Vanguard Info Tech Idx Adm Fd Registered Investment Company | — | — | — | $133K | 2.1% | |
| Registered Investment Companies Vanguard Short-Term Fed Adm Fd Registered Investment Company | — | — | — | $113K | 1.8% | |
| Vgd Ttl Intl Stk Idx Adm Fd Registered Investment Company | — | — | — | $112K | 1.8% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $90K | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Company | — | — | — | $85K | 1.4% | |
| Vanguard Tgt Rmt 2065 Inv Fund Registered Investment Company | — | — | — | $82K | 1.3% | |
| Vanguard Mid Cap Index Adm Fd Registered Investment Company | — | — | — | $81K | 1.3% | |
| Vanguard Indstl Index Adm Fd Registered Investment Company | — | — | — | $58K | 0.9% | |
| Vanguard Sm Cap Index Adm Fund Registered Investment Company | — | — | — | $57K | 0.9% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | — | — | — | $56K | 0.9% | |
| Vanguard Tgt Rmt 2035 Inv Fund Registered Investment Company | — | — | — | $45K | 0.7% | |
| Fully Benefit-Responsive Investment Contracts * Principal Guaranteed Option Fully Benefit-Responsive Investment Contract ** $ | — | — | — | $38K | 0.6% | |
| Participant Loans Interest Rates at (5.75%~9.50%) $0 | — | — | — | $32K | 0.5% | |
| Vanguard Tgt Rmt 2040 Inv Fund Registered Investment Company | — | — | — | $30K | 0.5% | |
| Vanguard Equity-Inc Adm Fund Registered Investment Company | — | — | — | $23K | 0.4% | |
| Undisc Mgrs Behav Value R6 Fd Registered Investment Company | — | — | — | $22K | 0.4% | |
| Vanguard Tgt Rmt Inc Inv Fund Registered Investment Company ** 877 Vanguard Tgt Rmt 2020 Inv Fund Registered Investment Company | — | — | — | $21K | 0.3% | |
| DFA Emerg Mkt Core Eqty I Fd Registered Investment Company | — | — | — | $18K | 0.3% | |
| Cohen & Steers Realty Sh Fund Registered Investment Company | — | — | — | $13K | 0.2% | |
| Fid LC GR Index Fund Registered Investment Company | — | — | — | $10K | 0.2% | |
| PRIN HIGH YIELD SEP ACC-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $8K | 0.1% | |
| MFS Mid Cap Value R6 Fund Registered Investment Company | — | — | — | $5K | <0.1% | |
| PIMCO Real Return Instil Fund Registered Investment Company | — | — | — | $5K | <0.1% | |
| JP Morgan US Equity R6 Fund Registered Investment Company | — | — | — | $4K | <0.1% |
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