Plan Ledger DOL Form 5500 · updated monthly

Ai Holdings, Inc.401(k)

AI HOLDINGS, INC. 401(K) PLAN · WHITE PLAINS, NY · plan year 2022

Reported admin expense ratio · 2022
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Ai Holdings, Inc. reported $1,804 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $432 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.04% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (4,610th of 5,648), and 2,582nd of 3,091 in educational services. In 2022, employees put in $4.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,367,787
Participants with balances128
Active participants150
Employer contributions$64,833
Employee contributions$303,950
Employer contribution per active participant$432
Average account balance$34,123
Benefits paid to participants$96,504
Plan auditUnmodified (clean) audit opinion
AuditorMCCLINTOCK AND ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$930K · 61 accts · $49K emplr
2022$4.4M · 128 accts · $65K emplr
The Ai Holdings, Inc. 401(k) match · 2022
Employer contribution per active participant$432
Median for plans this size$1,114

Ai Holdings, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$5,471 · 0.21%
2022$1,804 · 0.04%
Similar plansEducational Services · New York
Dream Charter School NY$4.5M · 0.70%
Urban Dove, Inc. NY$4.0M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450577939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.