How big is Peritus.AI's plan?

Peritus.AI's plan reported $100K in assets and 1 participants for 2024.

Original filing (PDF)20251013223525NAL0004341042001

Peritus.AI

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

Form 5500-SF

FILING_RECEIVED

Peritus, AI, Inc. 401(k) Plan

401(k) retirement plan · Peritus.AI's Peritus, AI, Inc. 401(k) Plan held $100K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

Monte Malhotra signed Peritus.AI's 2024 Form 5500 as plan administrator.

Monte Malhotra — 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

Peritus.AI's EIN is 82-0707651.

EIN 82-0707651

Plan number 001

Plan year 2024

ACK ID 20251013223525NAL0004341042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peritus.AI's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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.
High average account balance (88th percentile).

Plan sponsor

Name

PERITUS.AI

EIN

all filings

Address

720 UNIVERSITY AVENUE, SUITE 200 · PALO ALTO, CA · 94301

Phone

(650) 234-0400

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

USA Yacht Stabilizers LLC

USA Yacht Stabilizers 401(k) Plan

$100K · 9 participants

Truetech Automotive LLC

Truetech Automotive 401(k) Plan and Trust

$100K · 10 participants

BOI

BOI 401(k) Plan

$100K · 5 participants

ICON Remodeling Group Inc.

ICON Remodeling Group Inc. 401(k) Profit Sharing Plan & Trust

$100K · 5 participants

Warners Stoker Stoves and Coal

Warners Stoker Stoves and Coal 401(k) Profit Sharing Plan & Trust

$100K · 13 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.