Back to filter
Original filing (PDF)20250506155552NAL0021258754001
INTELLETRACE, INC.
Form 5500-SF
FILING_RECEIVED
INTELLETRACE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
22
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLETRACE, INC..
Plan sponsor
Name
INTELLETRACE, INC.
EIN
37-1514242
Address
936 B 7TH STREET, #122 · NOVATO, CA · 94945
Phone
(415) 493-2200
Industry
Information / Tech / Mediasee 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
2025-05-06
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Information / Tech / Media plans
KC INSTALLATION LLC
KC INSTALLATION LLC 401K PS PLAN & TRUST
$7.7M · 116 participants
INTEGRATED COMMUNICATIONS, INC.
INTEGRATED COMMUNICATIONS RETIREMENT SAVINGS PLAN
$7.7M · 43 participants
DOYLESTOWN TELEPHONE CO.
DOYLESTOWN TELEPHONE COMPANY 401(K) RETIREMENT SAVINGS PLAN
$7.7M · 14 participants
COMMUNICATION INNOVATORS, INC.
COMMUNICATION INNOVATORS, INC. 401(K) PLAN
$7.7M · 83 participants
MARK TWAIN RURAL TELEPHONE COMPANY
MARK TWAIN RURAL TELEPHONE CO. 401(K) PLAN AND TRUST
$7.7M · 26 participants
LAUREL HIGHLAND TELEPHONE COMPANY
LAUREL HIGHLAND TELEPHONE COMPANY 401(K) P/S/P
$7.6M · 57 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B