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Original filing (PDF)20251009111809NAL0015353554001
INTUITIVE HEALTH, LLC
Form 5500
FILING_RECEIVED
INTUITIVE HEALTH 401 (K) PLAN
401(k) retirement plan
Active participants
855
Accounts w/ balance
417
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
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 (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
- 62 bps in Schedule C fees — 115% above peer band of 29 bps.
- Only 49% 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 INTUITIVE HEALTH, LLC.
Plan sponsor
Name
INTUITIVE HEALTH, LLC
EIN
32-0545202
Address
5700 GRANITE PARKWAY SUITE 455 · PLANO, TX · 75024
Phone
(469) 399-5000
Industry
Health Care & Social Assistancesee 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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX Mutual Funds | — | — | — | $3.5M | 23.5% | |
| Blackrock LIFEPATH INDEX 2045 K | — | — | — | $2.2M | 14.9% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $1.3M | 8.6% | |
| Blackrock LIFEPATH INDEX 2035 K | — | — | — | $1.1M | 7.5% | |
| Blackrock LIFEPATH INDEX 2055 K | — | — | — | $1.0M | 6.9% | |
| Blackrock LIFEPATH INDEX 2040 K | — | — | — | $813K | 5.5% | |
| Blackrock LIFEPATH INDEX 2060 K | — | — | — | $653K | 4.4% | |
| Blackrock LIFEPATH INDEX RETIREMENT K | — | — | — | $523K | 3.5% | |
| Blackrock LIFEPATH INDEX 2030 K | — | — | — | $517K | 3.5% | |
| Fidelity SMALL CAP INDEX | — | — | — | $490K | 3.3% | |
| Blackrock LIFEPATH INDEX 2050 K | — | — | — | $454K | 3.1% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $277K | 1.9% | |
| JP Morgan JPMORGAN TOTAL RETURN R6 | — | — | — | $260K | 1.8% | |
| Fidelity MID CAP INDEX | — | — | — | $259K | 1.8% | |
| Notes receivable from Interest rates from 8.75% to 9.50% | — | — | — | $200K | 1.4% | |
| American Funds AMERICAN MUTUAL R6 | — | — | — | $186K | 1.3% | |
| MFS MID CAP GROWTH R6 | — | — | — | $181K | 1.2% | |
| MFS MID CAP VALUE R6 | — | — | — | $178K | 1.2% | |
| PIMCO INT BOND (USD-HEDGED) INST | — | — | — | $115K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $112K | 0.8% | |
| Blackrock LIFEPATH INDEX 2065 K | — | — | — | $100K | 0.7% | |
| PIMCO INCOME INSTL | — | — | — | $80K | 0.5% | |
| Blackrock HIGH YIELD BOND PORTFOLIO K | — | — | — | $72K | 0.5% | |
| JP Morgan JPMORGAN SMALL CAP GROWTH R6 | — | — | — | $69K | 0.5% | |
| Franklin SMALL CAP VALUE R6 | — | — | — | $56K | 0.4% | |
| Franklin INTL GROWTH R6 | — | — | — | $43K | 0.3% | |
| American Funds NEW WORLD R6 | — | — | — | $35K | 0.2% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund | — | — | — | $20K | 0.1% | |
| American Funds INFLATION LINKED BD R6 | — | — | — | $15K | 0.1% |
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