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Original filing (PDF)20250926052208NAL0008220945001
INTELLIPRO GROUP, INC.
Form 5500
FILING_RECEIVED
INTELLIPRO GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~107 bps in Sched C fees
Active participants
543
Accounts w/ balance
216
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 107 bps in Schedule C fees — 105% above peer band of 52 bps.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLIPRO GROUP, INC..
Plan sponsor
Name
INTELLIPRO GROUP, INC.
EIN
27-1069764
Address
160 E TASMAN DRIVE, SUITE 200 · SAN JOSE, CA · 95134
Phone
(201) 565-7033
Industry
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
2025-09-26
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHEK TAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $30K | — |
Investments
37 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 19.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $678K | 11.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $659K | 10.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $642K | 10.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $558K | 9.3% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $413K | 6.9% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $314K | 5.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $204K | 3.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $149K | 2.5% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $145K | 2.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $130K | 2.2% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $115K | 1.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $110K | 1.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $89K | 1.5% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $62K | 1.0% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $48K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $48K | 0.8% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $40K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $37K | 0.6% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $37K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $34K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $33K | 0.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $32K | 0.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $30K | 0.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $30K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $26K | 0.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $25K | 0.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $18K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $9K | 0.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $7K | 0.1% | |
| PARNASSUS MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $2K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $2K | <0.1% |
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