How big is Intersect Financial LLC's plan?

Intersect Financial LLC's plan reported $969K in assets and 6 participants for 2025.

Original filing (PDF)20260505103728NAL0000626851001

Intersect Financial LLC

Name: Intersect Financial LLC — LISA Denise Tuemmler, Form 5500 (2025)
Creator: Intersect Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Denise Tuemmler 401(k)

401(k) retirement plan · Intersect Financial LLC's LISA Denise Tuemmler 401(k) held $969K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

People on this filing

LISA Denise Tuemmler signed Intersect Financial LLC's 2025 Form 5500 as plan administrator.

LISA Denise Tuemmler — 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

Intersect Financial LLC's EIN is 46-5109809.

EIN 46-5109809

Plan number 001

Plan year 2025

ACK ID 20260505103728NAL0000626851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Intersect Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERSECT FINANCIAL 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