Plan Ledger DOL Form 5500 · updated monthly

Digital.Ai Software, Inc.401(k)

DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN · RALEIGH, NC · plan year 2025

Reported admin expense ratio · 2025
0.18%

Digital.Ai Software, Inc. reported $42,794 in plan administrative expenses for 2025: 0.18% of average plan assets, below the peer median. 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 5 years on file its reported administrative ratio fell from 0.26% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 626th-largest of 2,005 plans among North Carolina employers on file, and the 4,651st of 11,654 in professional & technical services. active participation has shrunk from 308 to 143 since 2020.

Plan summary
Net assets, end of year$25,779,088
Participants with balances300
Active participants143
Employer contributions—
Employee contributions$1,945,254
Employer contribution per active participant—
Average account balance$85,930
Benefits paid to participants$2,959,763
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2025$25.8M · 300 accts
2024$22.3M · 331 accts · $23K emplr
2023$19.5M · 367 accts
2022$19.2M · 377 accts
2020$19.4M · 419 accts
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202512
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$42,794
AMG FUNDS · Investment managementindirect comp
ARTISAN FUNDS · Investment managementindirect comp
BAIRD FUNDS · Investment managementindirect comp
DREYFUS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
FROST BANK FUNDS · Investment managementindirect comp
MANNING & NAPIER · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
WILLIAM BLAIR FUNDS · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025T. Rowe Price
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history5
2025$42,794 · 0.18%
2024$33,911 · 0.16%
2023$46,621 · 0.24%
2022$46,359 · 0.21%
2020$38,729 · 0.26%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Sato America, LLC NC$27.7M · 0.06%
W. K. Dickson & Co., Inc. NC$27.2M · 0.14%
Metabolon, Inc. NC$25.4M · 0.03%
Redwood Software, Inc. NC$24.6M · 0.34%
Dmjps PLLC NC$24.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680433055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.