How big is Notify.AI's plan?

Notify.AI's plan reported $124K in assets and 4 participants for 2025.

Original filing (PDF)20260430221318NAL0000728690068

Notify.AI

Name: Notify.AI — Notify.AI 401(k) Plan, Form 5500 (2025)
Creator: Notify.AI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Notify.AI 401(k) Plan

401(k) retirement plan · Notify.AI's Notify.AI 401(k) Plan held $124K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

Plan identifiers

Notify.AI's EIN is 93-3199693.

EIN 93-3199693

Plan number 001

Plan year 2025

ACK ID 20260430221318NAL0000728690068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Notify.AI from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Notify.AI'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 NOTIFY.AI.

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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

NOTIFY.AI

EIN

all filings

Address

7408 TWO JACKS TRL · ROUND ROCK, TX · 78681

Phone

(512) 350-8198

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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