401k Record

Providers › Intellicents Investment Solutions

Intellicents Investment Solutions

Plans listing this provider

37

0.07% of the 56,420 plans with Schedule H financials; 32 in 2023

Assets of those plans

$5,618,287,850

0.07% of all Schedule H plan assets

Plans where it is the recordkeeper

4

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,866,946

95% 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 codeMeaningPlans
50Direct payment from the plan21
27Investment advisory (plan)20
28Investment management10
26Investment advisory (participants)6
99Other fees6
15Recordkeeping and information management4
21Trustee (bank, trust company or similar)4
49Other services4

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Black & Veatch Retirement ProgramBVH $3,040,446,98310,352$5,361
Avi Systems, Inc. Employee Stock Ownership PlanAvi Systems $399,450,4091,819$20,000
Metropolitan Anesthesia Network Profit Sharing PlanMetropolitan Anesthesia Network $391,114,486657$16,860
Flint Hills Resources Union Employees 401(k) PlanFlint Hills Resources Pine Bend $248,404,593611$197,457
True Manufacturing Company, Inc. 401(k) PlanTrue MFG. $226,976,6673,148$95,784
Short-elliott-hendrickson, Inc. Profit Sharing and 401(k) PlanShort-elliott-hendrickson $216,881,9401,192$31,500
Pella Regional Health Center 401(k) PlanPella Regional Health Center $101,506,9881,130$135,625
Wilson Trailer Company Retirement Plan for Office EmployeesWilson Trailer $100,959,552286$95,509
Kinze Manufacturing, Inc. 401(k) Profit Sharing PlanKinze Manufacturing $90,957,891792$80,000
AG Partners Coop 401(k) Retirement PlanAg Partners Co-op $85,708,268521$116,357
Minneapolis Clinic Profit Sharing & 401(k) PlanMinneapolis Clinic of Neurology $72,684,961370$45,000
Bedford Industries, Inc. Salary Savings PlanBedford Industries $71,282,701444$94,071
Productivity, Inc. Savings & Profit Sharing Plan and TrustrecordkeeperProductivity $58,315,236416$68,196
Wilson Trailer Company Retirement Plan for Production EmployeesWilson Trailer $43,693,544509$41,037
Family Health Center of Marshfield, Inc. Retirement PlanFamily Health Center of Marshfield $39,625,310444$49,989
Capitol Federal 401(k) PlanCapitol Federal Financial $35,310,854836$70,000
Innovance, Inc. 401(k) PlanInnovance $34,068,790416$44,161
Home Federal Savings Bank 401(k) Retirement PlanHome Federal Savings Bank $33,298,475218$23,705
Milsco Retirement PlanMilsco $33,167,290822$22,500
Karl Chevrolet, Inc. 401(k) PlanrecordkeeperKarl Chevrolet $31,228,501797$32,007
Service Management Group 401(k) PlanrecordkeeperService Management Group $26,436,922341$31,167
Peoples Financial Corporation 401(k) Profit Sharing PlanPeoples Financial $25,752,429137$22,335
Osborn 401(k) PlanOsborn $25,620,441576$15,000
Wurk 401(k) PlanWurkforce $24,349,0835,368$109,482
Lexipol Company Retirement Readiness 401(k) PlanLexipol $24,210,046553$0

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.