Intelligence and Strategic Advisors, LLC (EIN 84-5076804) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.0M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Intelligence and Strategic Advisors, LLC Cash Balance Plan & Trust | 002 | 2 | $1.5M |
| Intelligence and Strategic Advisors, LLC 401(k) Profit Sharing Plan | 001 | 2 | $516K |
84-5076804 is the Employer Identification Number (EIN) Intelligence and Strategic Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
