How big is Intentional Retirement, LLC's plan?

Intentional Retirement, LLC's plan reported $868K in assets and 2 participants for 2024.

Original filing (PDF)20250424085939NAL0004572003001

Intentional Retirement, LLC

Name: Intentional Retirement, LLC — Intentional Retirement, Form 5500 (2024)
Creator: Intentional Retirement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intentional Retirement, LLC 401(k) Plan

401(k) retirement plan · Intentional Retirement, LLC's Intentional Retirement, LLC 401(k) Plan held $868K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

Plan identifiers

Intentional Retirement, LLC's EIN is 20-1396048.

EIN 20-1396048

Plan number 001

Plan year 2024

ACK ID 20250424085939NAL0004572003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intentional Retirement, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intentional Retirement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTENTIONAL RETIREMENT, LLC.

Finding similar companies…

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