How big is Intelligent Financial Services, Inc.'s plan?

Intelligent Financial Services, Inc.'s plan reported $206K in assets and 3 participants for 2024.

Original filing (PDF)20250926160622NAL0010304448001

Intelligent Financial Services, Inc.

Name: Intelligent Financial Services, Inc. — Intelligent, Form 5500 (2024)
Creator: Intelligent Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intelligent Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Intelligent Financial Services, Inc.'s Intelligent Financial Services, Inc. 401(k) Profit Sharing Plan held $206K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

People on this filing

Eric Margaryan signed Intelligent Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Eric Margaryan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intelligent Financial Services, Inc.'s EIN is 20-0992016.

EIN 20-0992016

Plan number 001

Plan year 2024

ACK ID 20250926160622NAL0010304448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intelligent Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intelligent Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTELLIGENT FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score