Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 21 |
| 27 | Investment advisory (plan) | 20 |
| 28 | Investment management | 10 |
| 26 | Investment advisory (participants) | 6 |
| 99 | Other fees | 6 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $5,361 |
| Avi Systems, Inc. Employee Stock Ownership Plan | Avi Systems | $399,450,409 | 1,819 | $20,000 |
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network | $391,114,486 | 657 | $16,860 |
| Flint Hills Resources Union Employees 401(k) Plan | Flint Hills Resources Pine Bend | $248,404,593 | 611 | $197,457 |
| True Manufacturing Company, Inc. 401(k) Plan | True MFG. | $226,976,667 | 3,148 | $95,784 |
| Short-elliott-hendrickson, Inc. Profit Sharing and 401(k) Plan | Short-elliott-hendrickson | $216,881,940 | 1,192 | $31,500 |
| Pella Regional Health Center 401(k) Plan | Pella Regional Health Center | $101,506,988 | 1,130 | $135,625 |
| Wilson Trailer Company Retirement Plan for Office Employees | Wilson Trailer | $100,959,552 | 286 | $95,509 |
| Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan | Kinze Manufacturing | $90,957,891 | 792 | $80,000 |
| AG Partners Coop 401(k) Retirement Plan | Ag Partners Co-op | $85,708,268 | 521 | $116,357 |
| Minneapolis Clinic Profit Sharing & 401(k) Plan | Minneapolis Clinic of Neurology | $72,684,961 | 370 | $45,000 |
| Bedford Industries, Inc. Salary Savings Plan | Bedford Industries | $71,282,701 | 444 | $94,071 |
| Productivity, Inc. Savings & Profit Sharing Plan and Trustrecordkeeper | Productivity | $58,315,236 | 416 | $68,196 |
| Wilson Trailer Company Retirement Plan for Production Employees | Wilson Trailer | $43,693,544 | 509 | $41,037 |
| Family Health Center of Marshfield, Inc. Retirement Plan | Family Health Center of Marshfield | $39,625,310 | 444 | $49,989 |
| Capitol Federal 401(k) Plan | Capitol Federal Financial | $35,310,854 | 836 | $70,000 |
| Innovance, Inc. 401(k) Plan | Innovance | $34,068,790 | 416 | $44,161 |
| Home Federal Savings Bank 401(k) Retirement Plan | Home Federal Savings Bank | $33,298,475 | 218 | $23,705 |
| Milsco Retirement Plan | Milsco | $33,167,290 | 822 | $22,500 |
| Karl Chevrolet, Inc. 401(k) Planrecordkeeper | Karl Chevrolet | $31,228,501 | 797 | $32,007 |
| Service Management Group 401(k) Planrecordkeeper | Service Management Group | $26,436,922 | 341 | $31,167 |
| Peoples Financial Corporation 401(k) Profit Sharing Plan | Peoples Financial | $25,752,429 | 137 | $22,335 |
| Osborn 401(k) Plan | Osborn | $25,620,441 | 576 | $15,000 |
| Wurk 401(k) Plan | Wurkforce | $24,349,083 | 5,368 | $109,482 |
| Lexipol Company Retirement Readiness 401(k) Plan | Lexipol | $24,210,046 | 553 | $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.