How big is Intellivation, LLC's plan?

Intellivation, LLC's plan reported $1.1M in assets and 22 participants for 2024.

Original filing (PDF)20250606181407NAL0010122435001

Intellivation, LLC

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

Form 5500-SF

FILING_RECEIVED

Intellivation, LLC 401(k) Plan

401(k) retirement plan · Intellivation, LLC's Intellivation, LLC 401(k) Plan held $1.1M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kaycee Brooks signed Intellivation, LLC's 2024 Form 5500 as plan administrator.

Kaycee Brooks — Plan Administrator — Form 5500 signer
Michael Simmons — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intellivation, LLC's EIN is 26-4052048.

EIN 26-4052048

Plan number 001

Plan year 2024

ACK ID 20250606181407NAL0010122435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. 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