Employers › C3.ai
Recordkeeping fees per participant · C3.AI, Inc. 401(k) Plan · plan year 2024
$51.46
Higher than 36% of the 5,847 plans $50 to 250M that report it.
= $42,870 / 833
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251029110300NAL0001573026001, received 2025-10-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251029110300NAL0001573026001, received 2025-10-29
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-29.
Administrative expenses excluding investment management, per participant
$77.59
Higher than 40% of the 8,758 plans $50 to 250M that report it.
= $64,632 / 833
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251029110300NAL0001573026001, received 2025-10-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251029110300NAL0001573026001, received 2025-10-29
Administrative expenses per participant
$132.32
Higher than 50% of the 9,042 plans $50 to 250M that report it.
= $110,226 / 833
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251029110300NAL0001573026001, received 2025-10-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251029110300NAL0001573026001, received 2025-10-29
Administrative expenses as a share of assets
0.183%
Higher than 65% of the 9,049 plans $50 to 250M that report it.
= $110,226 / $60,106,001
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251029110300NAL0001573026001, received 2025-10-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251029110300NAL0001573026001, received 2025-10-29
Employer contributions per participant
$6
Higher than 1% of the 9,105 plans $50 to 250M that report it.
= $5,082 / 833
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251029110300NAL0001573026001, received 2025-10-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251029110300NAL0001573026001, received 2025-10-29
Employer share of total contributions
0.0%
Higher than 0% of the 9,112 plans $50 to 250M that report it.
= $5,082 / $12,683,061
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251029110300NAL0001573026001, received 2025-10-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251029110300NAL0001573026001, received 2025-10-29
Plan terms are described in C3.ai, Inc.'s SEC filings: Form 10-K filed 2026-06-24. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2J 401(k) feature · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251029110300NAL0001573026001, received 2025-10-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | C3.AI, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Plan name | C3.AI, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Sponsor EIN / plan number | 26-3999357 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Sponsor location | REDWOOD CITY, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Filing received | 2025-10-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Participants, beginning of year | 977 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Active participants | 785 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Participants, end of year | 1,067 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Participants with an account balance | 833 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total assets, beginning of year | $43,875,201 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total assets, end of year | $60,106,001 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Net assets, end of year | $60,104,722 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total income | $20,979,678 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Net income | $16,229,521 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Employer contributions | $5,082 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Participant contributions | $10,635,540 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Other contributions (incl. rollovers) | $2,042,439 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total contributions | $12,683,061 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Benefit payments | $4,634,805 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total expenses (incl. benefit payments) | $4,750,157 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Total administrative expenses | $110,226 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Contract administrator fees | $228 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Recordkeeping fees | $42,870 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| IQPA audit fees | $21,534 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Investment advisory and management fees | $45,594 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Administrative expenses excluding investment management | $64,632 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Held in mutual funds | $51,828,505 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251029110300NAL0001573026001, received 2025-10-29 |
| Independent auditor | SILICON VALLEY ACCOUNTANCY CORP. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251029110300NAL0001573026001, received 2025-10-29 |
Position = column in the DOL layout for form year 2024. Filing 20251029110300NAL0001573026001, received 2025-10-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $60,272 | no |
| WESPAC ADVISROS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $25,000 | no |
| SILICON VALLEY ACCOUNTANCY COR | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $21,762 | no |
| CHARLES SCHWAB & CO., INC | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $112 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251029110300NAL0001573026001, received 2025-10-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $43,875,201 | $60,106,001 | 37.0% |
| Participants with a balance | 763 | 833 | 9.2% |
| Administrative expenses | $87,323 | $110,226 | 26.2% |
| Recordkeeping fees per participant | $38.84 | $51.46 | 32.5% |
| Employer contributions | not reported | $5,082 |
Prior filing 20241014194620NAL0015488659002, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: C3.AI, INC.; SEC registrant: C3.ai, Inc. (CIK 1577526, matched by EIN; display name from the Form 10-K cover).