How big is Intrinsic Value Partners, LLC's plan?

Intrinsic Value Partners, LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251007141925NAL0002739347001

Intrinsic Value Partners, LLC

Name: Intrinsic Value Partners, LLC — Intrinsic Value, Form 5500 (2024)
Creator: Intrinsic Value Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intrinsic Value Partners, LLC 401(k) Plan

401(k) retirement plan · Intrinsic Value Partners, LLC's Intrinsic Value Partners, LLC 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Dan Flack signed Intrinsic Value Partners, LLC's 2024 Form 5500 as plan administrator.

Dan Flack — 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

Intrinsic Value Partners, LLC's EIN is 46-1018701.

EIN 46-1018701

Plan number 001

Plan year 2024

ACK ID 20251007141925NAL0002739347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intrinsic Value Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score