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Original filing (PDF)20250708103741NAL0004583441001
INTELLISURVEY, INC.
Form 5500
FILING_RECEIVED
INTELLISURVEY 401(K) PLAN
Defined-contribution retirement plan
Active participants
98
Accounts w/ balance
123
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLISURVEY, INC..
Plan sponsor
Name
INTELLISURVEY, INC.
EIN
33-0973672
Address
20 PACIFICA · STE 230 · IRVINE, CA · 92618
Phone
(949) 298-4400
Industry
Custom Computer Programming· 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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BESTEN & DIERUF, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $375 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGREGOR & ASSOCIATES, INC. | — | LEXINGTON, KY | CONTRACT ADMIN | $722 | — |
Investments
28 direct securities· $18.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMER R6 Mutual Fund | — | — | — | $3.3M | 18.5% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 Mutual Fund | — | — | — | $2.5M | 13.6% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 Mutual Fund | — | — | — | $2.0M | 10.8% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 Mutual Fund | — | — | — | $1.6M | 8.6% | |
| VANGUARD 500 INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $1.2M | 6.6% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 Mutual Fund | — | — | — | $1.1M | 6.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund | — | — | — | $944K | 5.2% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS R6 Mutual Fund | — | — | — | $743K | 4.1% | |
| VANGUARD MID CAP GROWTH INV Mutual Fund | — | — | — | $556K | 3.1% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 Mutual Fund | — | — | — | $456K | 2.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund | — | — | — | $406K | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | — | $401K | 2.2% | |
| LORD ABBETT CORE FIXED INCOME R6 Mutual Fund ** 21 MFS CONSERVATIVE ALLOCATION R4 Mutual Fund | — | — | — | $385K | 2.1% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 Mutual Fund | — | — | — | $338K | 1.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | — | — | — | $285K | 1.6% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 Mutual Fund | — | — | — | $273K | 1.5% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 Mutual Fund | — | — | — | $271K | 1.5% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Mutual Fund | — | — | — | $267K | 1.5% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 Mutual Fund | — | — | — | $241K | 1.3% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 Mutual Fund | — | — | — | $197K | 1.1% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 Mutual Fund | — | — | — | $190K | 1.0% | |
| Various Maturity Dates and * PARTICIPANT NOTES RECEIVABLE Interest Rates | — | — | — | $177K | 1.0% | |
| PIMCO TOTAL RETURN IV INSTL Mutual Fund | — | — | — | $142K | 0.8% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 Mutual Fund | — | — | — | $71K | 0.4% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 Mutual Fund | — | — | — | $62K | 0.3% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 Mutual Fund | — | — | — | $39K | 0.2% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual Fund | — | — | — | $36K | 0.2% | |
| TEMPLETON GLOBAL BOND R6 Mutual Fund | — | — | — | $31K | 0.2% |
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