Plan profile · 2023
DIGITAL.AI SOFTWARE, INC.
DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN · –
Sponsor contact
Address52 THIRD AVENUE, BURLINGTON
State / ZIPMA 018034414
Phone6178302449
EIN / Plan #680433055 / 001
Plan health
Assets (EOY)$20M
Participants240
Avg balance$81k
Employer contrib–
Distributions$6M
Red flags
Delinquent contribs$787k
Fidelity bond$1M
Bond adequate?yes
AuditorCARON & BLETZER, PLLC
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| T. ROWE PRICE RPS, INC. | 521309931 | $40k |
| AMG FUNDS | 061555943 | $0 |
| ARTISAN FUNDS | 300551775 | $0 |
| BAIRD FUNDS | 392002095 | $0 |
| DREYFUS | 135673135 | $0 |
| FIDELITY | 042647786 | $0 |
| FROST BANK FUNDS | 742058155 | $0 |
| MANNING & NAPIER | – | $0 |
| MFS FUNDS | 042747644 | $0 |
| TIAA-CREF | 131624203 | $0 |
| VANGUARD GROUP | 231945930 | $0 |
| WILLIAM BLAIR FUNDS | – | $0 |