How big is Intergen Advisors, LLC's plan?

Intergen Advisors, LLC's plan reported $733K in assets and 3 participants for 2024.

Original filing (PDF)20250910191055NAL0045737106001

Intergen Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Intergen Advisors, LLC 401(k) Plan

401(k) retirement plan · Intergen Advisors, LLC's Intergen Advisors, LLC 401(k) Plan held $733K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

Plan identifiers

Intergen Advisors, LLC's EIN is 26-1458826.

EIN 26-1458826

Plan number 001

Plan year 2024

ACK ID 20250910191055NAL0045737106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intergen Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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