How big is Intelligenesis LLC's plan?

Intelligenesis LLC's plan reported $35.4M in assets and 158 participants for 2024.

Original filing (PDF)20250827131921NAL0004997843001

Intelligenesis LLC

Name: Intelligenesis LLC — Intelligenesis 401(k) Plan, Form 5500 (2024)
Creator: Intelligenesis LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intelligenesis 401(k) Plan

401(k) retirement plan · Intelligenesis LLC's Intelligenesis 401(k) Plan held $35.4M in plan assets for 158 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

158

Accounts w/ balance

215

Plan assets (EOY)

$35.4M

Net assets (EOY)

$35.4M

Plan identifiers

Intelligenesis LLC's EIN is 26-3170940.

EIN 26-3170940

Plan number 001

Plan year 2024

ACK ID 20250827131921NAL0004997843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

INTELLIGENESIS LLC

EIN

all filings

Address

6950 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD · 21046

Phone

(877) 685-9360

Industry

All Other Professional Services· Professional & Technical Services

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $33.9M(96% of reported assets)

Mutual Funds

$14.0M

13 holdings

Common Collective Trusts

$11.6M

2 holdings

Other securities

$7.8M

12 holdings

Bonds / Notes

$418K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.8M	19.3%
Vanguard Total Stock Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$4.8M	13.5%
MFS Growth R6 Mutual Fund	Mutual Funds	—	—	$3.4M	9.6%
Empower Select Guaranteed Fund Guaranteed Interest Account	Other securities	—	—	$2.1M	6.0%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$2.1M	6.0%
BlackRock LifePath Index 2045 K Mutual Fund	Other securities	—	—	$1.8M	5.2%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$1.1M	3.1%
PIMCO Total Return Instl Mutual Fund	Mutual Funds	—	—	$1.1M	3.1%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$978K	2.8%
BlackRock LifePath Index 2035 K Mutual Fund	Other securities	—	—	$974K	2.8%
BlackRock LifePath Index 2055 K Mutual Fund	Other securities	—	—	$964K	2.7%
BlackRock LifePath Index 2050 K Mutual Fund	Mutual Funds	—	—	$860K	2.4%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$819K	2.3%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$812K	2.3%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$797K	2.3%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$744K	2.1%
DFA Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$522K	1.5%
BlackRock LifePath Index 2030 K Mutual Fund	Other securities	—	—	$520K	1.5%
Notes Receivable From Participants Due through July 2032, bearing interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$418K	1.2%
BlackRock LifePath Index 2040 K Mutual Fund	Other securities	—	—	$393K	1.1%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$381K	1.1%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$357K	1.0%
Neuberger Berman High Income Bond R6 Mutual Fund	Other securities	—	—	$346K	1.0%
BlackRock LifePath Index 2060 K Mutual Fund	Other securities	—	—	$226K	0.6%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$209K	0.6%
PGIM Jennison Utility Z Mutual Fund	Other securities	—	—	$85K	0.2%
BlackRock LifePath Index Retirement K Mutual Fund	Other securities	—	—	$73K	0.2%
JPMorgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$65K	0.2%