How big is Intelligent Direct Inc.'s plan?

Intelligent Direct Inc.'s plan reported $1.8M in assets and 15 participants for 2024.

Original filing (PDF)20250408100518NAL0027672272001

Intelligent Direct Inc.

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

Form 5500-SF

FILING_RECEIVED

Intelligent Direct Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Intelligent Direct Inc.'s Intelligent Direct Inc. 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Michelle LIOE signed Intelligent Direct Inc.'s 2024 Form 5500 as plan administrator.

Michelle LIOE — 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 Direct Inc.'s EIN is 22-3022041.

EIN 22-3022041

Plan number 001

Plan year 2024

ACK ID 20250408100518NAL0027672272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intelligent Direct Inc.'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 INTELLIGENT DIRECT 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