Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Intellicents Investment Solutions I
Intellicents Investment Solutions I
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $589,321
Assets of those plans
$1,227,661,872
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$589,321
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 25 |
| 99 | Other fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Option Care Health 401(k) Plan | Option Care Health | $412,649,764 | 6,194 | $44,993 |
| Premier 401(k) Plan | First PREMIER Bank | $240,594,371 | 2,071 | $217,433 |
| CTOS, LLC 401(k) Plan | CTOS | $128,676,826 | 2,837 | $34,994 |
| CCB 401(k) Retirement Plan | Country Club Bank | $76,150,469 | 500 | $62,828 |
| UBG 401(k) - Agtegra | Agtegra Cooperative | $69,052,253 | 892 | $5,000 |
| Dickson-diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing Plan | Dickson-diveley Midwest Orthopaedic Clinic | $57,740,937 | 702 | $42,000 |
| UBG 401(k) - Agstate SH Match | Agstate | $31,020,209 | 395 | $5,000 |
| UBG 401(k) - Key Coop | Key Cooperative | $30,460,299 | 244 | $5,000 |
| O'connor Company 401(k) Retirement Plan | O'connor | $30,080,928 | 176 | $32,642 |
| UBG 401(k) - Farmers Cooperative | Farmers Cooperative | $26,986,887 | 378 | $5,000 |
| Seagrave Fire Apparatus, LLC Staff 401(k) Savings Plan | Seagrave Fire Apparatus | $14,104,242 | 165 | $33,379 |
| UBG 401(k) - Agstate | Agstate | $14,020,261 | 179 | $5,000 |
| UBG 401(k) - Western Cooperative | Western Cooperative | $9,744,779 | 160 | $5,000 |
| Spotlight LLC 401(k) Profit Sharing Plan and Trust | Spotlight | $9,259,875 | 178 | $15,723 |
| UBG 401(k)- Country Partners Coop | Country Partners Cooperative | $8,628,912 | 139 | $5,000 |
| Kooima Company, LLC 401(k) Plan | Kooima | $7,909,895 | 117 | $13,567 |
| UBG 401(k) - Imperial | Frenchman Valley Farmers Cooperative | $7,906,921 | 192 | $5,000 |
| UBG 401(k) - AG Plus Cooperative | AG Plus Cooperative | $7,211,235 | 117 | $5,000 |
| UBG 401(k) - AG Partners | AG Partners Cooperative | $6,952,190 | 161 | $5,000 |
| UBG 401(k) - Frontier AG | Frontier | $6,914,569 | 105 | $5,000 |
| UBG 401(k) - CPI | Cooperative Producers | $6,421,805 | 154 | $5,000 |
| UBG 401(k) - American Plains Coop | Great Bend Cooperative Association DBA American Plains Co-op | $6,010,644 | 169 | $2,500 |
| UBG 401(k) - Fca/vision AG | Farmers Coop Assn and Vision | $5,315,958 | 107 | $1,676 |
| UBG 401(k) - Fca/vision AG | Farmers Coop Assn and Vision | $5,315,958 | 107 | $1,676 |
| Seagrave Fire Apparatus, LLC Union 401(k) Savings Plan | Seagrave Fire Apparatus | $4,759,852 | 166 | $11,199 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.