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Original filing (PDF)20251015125326NAL0006313536001
THE INTELLEKT GROUP
Form 5500
FILING_RECEIVED
THE INTELLEKT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
187
Accounts w/ balance
194
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INTELLEKT GROUP.
Plan sponsor
Name
THE INTELLEKT GROUP
EIN
47-4526395
Address
1777 NE LOOP 410 · STE 600 · SAN ANTONIO, TX · 78217
Phone
(210) 820-2658
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | 13-4064930 | — | ADVISOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 7 pooled funds· $7.4M(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
$7.2M
25 holdings
Common Collective Trust
$244K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 IPR 63,990.30 Shares | — | — | $64K | $1.2M | 16.0% | |
| FID FDM IDX 2040 IPR 46,394.62 Shares | — | — | $46K | $1.1M | 15.4% | |
| FID FDM IDX 2030 IPR 52,517.24 Shares | — | — | $53K | $1.1M | 14.3% | |
| FID FDM IDX 2045 IPR 33,581.03 Shares | — | — | $34K | $870K | 11.7% | |
| FID FDM IDX 2035 IPR 26,592.97 Shares | — | — | $27K | $620K | 8.4% | |
| FID GOVT MMKT K6 505,294.29 Shares | — | — | $505K | $505K | 6.8% | |
| FID FDM IDX 2050 IPR 18,886.47 Shares | — | — | $19K | $490K | 6.6% | |
| Fidelity 500 Index Fund 1,980.77 Shares | — | — | $2K | $404K | 5.4% | |
| FID FDM IDX 2055 IPR 13,039.50 Shares | — | — | $13K | $279K | 3.8% | |
| FID FDM IDX 2060 IPR 10,177.06 Shares | — | — | $10K | $184K | 2.5% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | $6K | $125K | 1.7% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $109K | 1.5% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $4K | $88K | 1.2% | |
| MFS VALUE R6 1,305.20 Shares | — | — | $1K | $63K | 0.9% | |
| Fidelity Extended Market Index Fund 690.81 Shares | — | — | — | $63K | 0.8% | |
| BLKRK HIGH YLD K 6,499.03 Shares | — | — | $6K | $46K | 0.6% | |
| IS DEV REAL EST K 3,586.18 Shares | — | — | $4K | $28K | 0.4% | |
| FID FDM IDX INC IPR 2,419.65 Shares | — | — | $2K | $28K | 0.4% | |
| HTFD S INTL MCPV SDR 2,191.45 Shares | — | — | $2K | $22K | 0.3% | |
| AF EUROPAC GROWTH R6 391.53 Shares | — | — | — | $21K | 0.3% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $2K | $19K | 0.3% | |
| AF NEW WORLD R6 198.68 Shares | — | — | — | $15K | 0.2% | |
| AB US SMMDCP GR P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126249 / PN 726 | Common Collective Trust | — | — | $13K | 0.2% | |
| FID FDM IDX 2065 IPR 863.76 Shares | — | — | — | $13K | 0.2% | |
| FID TOTAL INTL IDX 916.89 Shares | — | — | — | $12K | 0.2% | |
| FID FDM IDX 2020 IPR 539.13 Shares | — | — | — | $9K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund 399.53 Shares | — | — | — | $4K | <0.1% | |
| Fidelity US Bond Index Fund 339.53 Shares | — | — | — | $3K | <0.1% | |
| PIMCO INCOME INST 151.94 Shares | — | — | — | $2K | <0.1% | |
| AB GLB CORE EQ P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139849 / PN 627 | Common Collective Trust | — | — | $115 | <0.1% | |
| AB GLB CORE EQ P-1 GREAT GRAY TRUST COMPANY · EIN 38-7264535 / PN 698 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY · EIN 38-4116871 / PN 533 | Common Collective Trust | — | — | $0 | <0.1% |