How big is Intellisource Financial Services' plan?

Intellisource Financial Services' plan reported $2.3M in assets and 10 participants for 2024.

Original filing (PDF)20250619163441NAL0004923792001

Intellisource Financial Services

Name: Intellisource Financial Services — Intellisource, Form 5500 (2024)
Creator: Intellisource Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intellisource Financial Services 401(k) Plan

401(k) retirement plan · Intellisource Financial Services' Intellisource Financial Services 401(k) Plan held $2.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Intellisource Financial Services' EIN is 27-0094561.

EIN 27-0094561

Plan number 001

Plan year 2024

ACK ID 20250619163441NAL0004923792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intellisource Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

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