Original filing (PDF)20250425221329NAL0005723059012

PERSONA AI INC

Name: PERSONA AI INC — PERSONA AI INC 401(K) PLAN, Form 5500 (2024)
Creator: PERSONA AI INC

Form 5500-SF

FILING_RECEIVED

PERSONA AI INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

PERSONA AI INC

EIN

99-3493820

Address

4201 MAIN ST · STE O-84 · HOUSTON, TX · 77002

Phone

(713) 817-5030

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

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

Related plans

Similar-size Engineering Services plans

REPS RESOURCE LLC

REPS RESOURCE LLC SOCA BENEFIT PLAN

$3K · 11 participants

BRYANT ENGINEERING INC

BRYANT ENGINEERING INC CBS BENEFIT PLAN

$3K · 10 participants

INDIGEN, LLC

INDIGEN, LLC 401(K) PLAN

$3K · 3 participants

TECH SOLUTIONS SPECIALISTS TSS L

TECH SOLUTIONS SPECIALISTS TSS LLC 401K PLAN

$3K · 1 participants

TRIPLE POINT ENGINEERING INC

TRIPLE POINT ENGINEERING INC GCF BENEFIT PLAN

$4K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.