Back to filter
Original filing (PDF)20250904102146NAL0016010977001
INTELYCARE, INC.
Form 5500
FILING_RECEIVED
INTELYCARE, INC. 401(K) PLAN
Defined-contribution retirement plan
Active participants
13,069
Accounts w/ balance
798
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 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
- 67 bps in Schedule C fees — 131% above peer band of 29 bps.
- Only 6% 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 INTELYCARE, INC..
Plan sponsor
Name
INTELYCARE, INC.
EIN
47-2739929
Address
1250 HANCOCK STREET, 501N · QUINCY, MA · 02169
Phone
(844) 683-5922
Industry
Admin Support & Waste Mgmtsee 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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
20 direct securities · 3 pooled funds· $12.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.2M
20 holdings
Common Collective Trust
$209K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K | — | — | — | $1.6M | 12.9% | |
| Fidelity 500 Index | — | — | — | $1.5M | 11.8% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $1.3M | 10.5% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $1.3M | 10.2% | |
| Fidelity Large Cap Growth Index | — | — | — | $972K | 7.9% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $885K | 7.2% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $883K | 7.1% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $734K | 5.9% | |
| Ishares MSCI EAFE International Index K | — | — | — | $706K | 5.7% | |
| Fidelity Mid Cap Index | — | — | — | $533K | 4.3% | |
| Fidelity Small Cap Index | — | — | — | $288K | 2.3% | |
| Fidelity US Bond Index | — | — | — | $281K | 2.3% | |
| American Funds American Mutual R6 | — | — | — | $272K | 2.2% | |
| Notes receivable from participants | — | — | — | $207K | 1.7% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $204K | 1.7% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $174K | 1.4% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $162K | 1.3% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $114K | 0.9% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $89K | 0.7% | |
| Empower Real Estate Index Inst | — | — | — | $78K | 0.6% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $67K | 0.5% | |
| EI Fixed Account - Series Class I | — | — | — | $58K | 0.5% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $52K | 0.4% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Admin Support & Waste Mgmt plans
MOVEMENT SEARCH, LLC
MOVEMENT SEARCH, LLC 401(K) PROFIT SHARING PLAN
$12.4M · 51 participants
VESTED HR II, LLC
VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN
$12.3M · 533 participants
QPS EMPLOYMENT GROUP, INC.
THE Q PLAN
$12.3M · 297 participants
ACCOUNTABLE HEALTHCARE STAFFING,
ACCOUNTABLE HEALTHCARE STAFFING, INC. PROFIT SHARING PLAN
$12.4M · 559 participants
FIRST MONTGOMERY PAYROLL INC.
FIRST MONTGOMERY PAYROLL INC 401(K) PLAN
$12.5M · 121 participants
THE I GRACE COMPANY, INC.
THE I GRACE COMPANY RETIREMENT SAVINGS PLAN
$12.2M · 88 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B