How big is AI FI's plan?

AI FI's plan reported $2.2M in assets and 45 participants for 2024.

Original filing (PDF)20250717140434NAL0000659698001

AI FI

Name: AI FI — AI FI 401(k) Plan, Form 5500 (2024)
Creator: AI FI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AI FI 401(k) Plan

401(k) retirement plan · AI FI's AI FI 401(k) Plan held $2.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Marcus Bowie signed AI FI's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AI FI's EIN is 81-5455682.

EIN 81-5455682

Plan number 002

Plan year 2024

ACK ID 20250717140434NAL0000659698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AI FI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AI FI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AI FI.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AI FI

EIN

all filings

Address

888 AIRPORT BLVD · BURLINGAME, CA · 94010

Phone

(650) 268-4470

Industry

Professional & Technical Services

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

2025-07-17

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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