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Original filing (PDF)20250827131921NAL0004997843001
INTELLIGENESIS LLC
Form 5500
FILING_RECEIVED
INTELLIGENESIS 401(K) PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
215
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLIGENESIS LLC.
Plan sponsor
Name
INTELLIGENESIS LLC
EIN
26-3170940
Address
6950 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD · 21046
Phone
(877) 685-9360
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $48K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES | — | KENNETT SQUARE, PA | CONTRACT ADMIN | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $35K | — |
Investments
29 direct securities· $34.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $6.8M | 19.3% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $4.8M | 13.5% | |
| MFS Growth R6 Mutual Fund | — | — | — | $3.4M | 9.6% | |
| Empower Select Guaranteed Fund Guaranteed Interest Account | — | — | — | $2.1M | 6.0% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $2.1M | 6.0% | |
| BlackRock LifePath Index 2045 K Mutual Fund | — | — | — | $1.8M | 5.2% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $1.1M | 3.1% | |
| PIMCO Total Return Instl Mutual Fund | — | — | — | $1.1M | 3.1% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $978K | 2.8% | |
| BlackRock LifePath Index 2035 K Mutual Fund | — | — | — | $974K | 2.8% | |
| BlackRock LifePath Index 2055 K Mutual Fund | — | — | — | $964K | 2.7% | |
| BlackRock LifePath Index 2050 K Mutual Fund | — | — | — | $860K | 2.4% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $819K | 2.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $812K | 2.3% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $797K | 2.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $744K | 2.1% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $522K | 1.5% | |
| BlackRock LifePath Index 2030 K Mutual Fund | — | — | — | $520K | 1.5% | |
| party date, rate of interest, collateral, par, or maturity Costs value BlackRock Strategic Global Bond K Mutual Fund | — | — | — | $508K | 1.4% | |
| Notes Receivable From Participants Due through July 2032, bearing interest ranging from 4.25% to 9.50% | — | — | — | $418K | 1.2% | |
| BlackRock LifePath Index 2040 K Mutual Fund | — | — | — | $393K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $381K | 1.1% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $357K | 1.0% | |
| Neuberger Berman High Income Bond R6 Mutual Fund | — | — | — | $346K | 1.0% | |
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $226K | 0.6% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $209K | 0.6% | |
| PGIM Jennison Utility Z Mutual Fund | — | — | — | $85K | 0.2% | |
| BlackRock LifePath Index Retirement K Mutual Fund | — | — | — | $73K | 0.2% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $65K | 0.2% |
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