How big is AI Funds Inc.'s plan?

AI Funds Inc.'s plan reported $38K in assets and 2 participants for 2023.

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Original filing (PDF)20241013092431NAL0049019266001

AI Funds Inc.

Name: AI Funds Inc. — Form 5500 (2023)
Creator: AI Funds Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AI Funds Inc.

401(k) retirement plan · AI Funds Inc. held $38K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

TAL Schwartz signed AI Funds Inc.'s 2023 Form 5500 as plan administrator.

TAL Schwartz — 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 Funds Inc.'s EIN is 83-0585741.

EIN 83-0585741

Plan number 001

Plan year 2023

ACK ID 20241013092431NAL0049019266001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AI Funds Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AI Funds Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FUNDS INC.

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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