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Original filing (PDF)20250917081805NAL0000119747001
INTELLIDYNE, LLC
Form 5500
FILING_RECEIVED
INTELLIDYNE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
209
Accounts w/ balance
319
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLIDYNE, LLC.
Plan sponsor
Name
INTELLIDYNE, LLC
EIN
54-1923216
Address
1950 OLD GALLOWS ROAD · SUITE 750 · VIENNA, VA · 22182
Phone
(703) 575-9715
Industry
Professional & Technical Servicessee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, 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 | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $30K | — |
Investments
25 direct securities · 3 pooled funds· $37.5M(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
$28.8M
24 holdings
Mutual Funds
$4.6M
1 holding
Common Collective Trust
$4.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund I | Mutual Funds | — | — | $4.6M | 12.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $3.6M | 9.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $3.6M | 9.5% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $3.3M | 8.9% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.2M | 8.5% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $3.2M | 8.4% | |
| T. Rowe Price New Horizons | — | — | — | $2.4M | 6.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.7M | 4.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.7M | 4.4% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $1.5M | 4.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $1.0M | 2.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $859K | 2.3% | |
| Federated Instl High Yield Bond Instl | — | — | — | $826K | 2.2% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.50% - | — | — | — | $666K | 1.8% | |
| Vanguard Equity-Income Adm | — | — | — | $584K | 1.6% | |
| American Funds New Fund Class R-6 | — | — | — | $568K | 1.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $562K | 1.5% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $314K | 0.8% | |
| Fidelity Small Cap Value Fund | — | — | — | $272K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $260K | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $248K | 0.7% | |
| Fidelity Small-Cap Index | — | — | — | $214K | 0.6% | |
| American Funds EuroPacific Growth R6 | — | — | — | $187K | 0.5% | |
| Cohen & Steers Realty Shares | — | — | — | $145K | 0.4% | |
| Fidelity Mid-Cap Index | — | — | — | $121K | 0.3% | |
| Vanguard Interm-Term Treasury Adm | — | — | — | $118K | 0.3% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $60K | 0.2% |
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