How big is Intuitive Health, LLC's plan?

Intuitive Health, LLC's plan reported $14.8M in assets and 855 participants for 2024.

Original filing (PDF)20251009111809NAL0015353554001

Intuitive Health, LLC

Name: Intuitive Health, LLC — Intuitive Health 401 (K), Form 5500 (2024)
Creator: Intuitive Health, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intuitive Health 401 (K) Plan

401(k) retirement plan · Intuitive Health, LLC's Intuitive Health 401 (K) Plan held $14.8M in plan assets for 855 participants in 2024, with Empower as recordkeeper.

Active participants

855

Accounts w/ balance

417

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

People on this filing

KARI Wolfe signed Intuitive Health, LLC's 2024 Form 5500 as plan administrator.

KARI Wolfe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Intuitive Health, LLC's EIN is 32-0545202.

EIN 32-0545202

Plan number 001

Plan year 2024

ACK ID 20251009111809NAL0015353554001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

INTUITIVE HEALTH, LLC

EIN

all filings

Address

5700 GRANITE PARKWAY SUITE 455 · PLANO, TX · 75024

Phone

(469) 399-5000

Industry

Health Care & Social Assistance

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

2025-10-09

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$63K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IPI WEALTH MANAGEMENT INC	—	DECATUR, IL	INVESTMENT ADVISOR	$30K	—

Investments

29 direct securities· $14.8M(100% of reported assets)

Other securities

$9.1M

14 holdings

Common Collective Trusts

$3.5M

1 holding

Mutual Funds

$1.9M

12 holdings

Bonds / Notes

$200K

1 holding

U.S. Treasuries

$115K

1 holding

					% of plan
Fidelity 500 INDEX Mutual Funds	Common Collective Trusts	—	—	$3.5M	23.5%
Blackrock LIFEPATH INDEX 2045 K	Other securities	—	—	$2.2M	14.9%
JP Morgan JPMORGAN LARGE CAP GROWTH R6	Other securities	—	—	$1.3M	8.6%
Blackrock LIFEPATH INDEX 2035 K	Other securities	—	—	$1.1M	7.5%
Blackrock LIFEPATH INDEX 2055 K	Other securities	—	—	$1.0M	6.9%
Blackrock LIFEPATH INDEX 2040 K	Other securities	—	—	$813K	5.5%
Blackrock LIFEPATH INDEX 2060 K	Other securities	—	—	$653K	4.4%
Blackrock LIFEPATH INDEX RETIREMENT K	Other securities	—	—	$523K	3.5%
Blackrock LIFEPATH INDEX 2030 K	Other securities	—	—	$517K	3.5%
Fidelity SMALL CAP INDEX	Mutual Funds	—	—	$490K	3.3%
Blackrock LIFEPATH INDEX 2050 K	Other securities	—	—	$454K	3.1%
Fidelity INTERNATIONAL INDEX	Mutual Funds	—	—	$277K	1.9%
JP Morgan JPMORGAN TOTAL RETURN R6	Other securities	—	—	$260K	1.8%
Fidelity MID CAP INDEX	Mutual Funds	—	—	$259K	1.8%
Notes receivable from Interest rates from 8.75% to 9.50%	Bonds / Notes	—	—	$200K	1.4%
American Funds AMERICAN MUTUAL R6	Mutual Funds	—	—	$186K	1.3%
MFS MID CAP GROWTH R6	Mutual Funds	—	—	$181K	1.2%
MFS MID CAP VALUE R6	Mutual Funds	—	—	$178K	1.2%
PIMCO INT BOND (USD-HEDGED) INST	U.S. Treasuries	—	—	$115K	0.8%
MFS INTL DIVERSIFICATION R6	Mutual Funds	—	—	$112K	0.8%
Blackrock LIFEPATH INDEX 2065 K	Other securities	—	—	$100K	0.7%
PIMCO INCOME INSTL	Mutual Funds	—	—	$80K	0.5%
Blackrock HIGH YIELD BOND PORTFOLIO K	Other securities	—	—	$72K	0.5%
JP Morgan JPMORGAN SMALL CAP GROWTH R6	Other securities	—	—	$69K	0.5%
Franklin SMALL CAP VALUE R6	Mutual Funds	—	—	$56K	0.4%
Franklin INTL GROWTH R6	Mutual Funds	—	—	$43K	0.3%
American Funds NEW WORLD R6	Mutual Funds	—	—	$35K	0.2%
Empower Annuity Insurance Key Guaranteed Portfolio Fund	Other securities	—	—	$20K	0.1%
American Funds INFLATION LINKED BD R6	Mutual Funds	—	—	$15K	0.1%