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Original filing (PDF)20250915111743NAL0001053649001
INTELIDENT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
INTELIDENT SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~117 bps in Sched C fees
Active participants
632
Accounts w/ balance
883
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 117 bps in Schedule C fees — 304% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELIDENT SOLUTIONS, INC..
Plan sponsor
Name
INTELIDENT SOLUTIONS, INC.
EIN
57-1220613
Address
5706 BENJAMIN CENTER DRIVE, STE 103 · TAMPA, FL · 33634
Phone
(813) 288-1999
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-09-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISOR | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | — | BIRMINGHAM, AL | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LL | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $340 | — |
Investments
27 direct securities · 17 pooled funds· $27.2M(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.
Common Collective Trust
$16.4M
17 holdings
Uncategorized
$10.8M
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IndexSelect Moderat Rtrmnt CIT " | — | — | — | $4.4M | 19.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $4.4M | 19.0% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.3M | 14.3% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.9M | 12.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.9M | 8.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $1.7M | 7.6% | |
| Ishares S&P 500 Index K " | — | — | — | $1.7M | 7.5% | |
| AmerCentury Ultra Fund " | — | — | — | $1.7M | 7.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| SF Guaranteed Group annuity contract | — | — | — | $392K | 1.7% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $386K | 1.7% | |
| Ishares MSCI Total International Index KBDOKX " | — | — | — | $296K | 1.3% | |
| various maturity dates | — | — | — | $253K | 1.1% | |
| American Funds Conservative G/I Portfolio R6 " | — | — | — | $234K | 1.0% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $205K | 0.9% | |
| PGIM Jennison Sm Company " | — | — | — | $201K | 0.9% | |
| BlackRock Mid-Cap Gr Eq Fd " | — | — | — | $197K | 0.9% | |
| Ishares Russell 2000 Small-Cap Index K " | — | — | — | $167K | 0.7% | |
| MFS International Growth R6 " | — | — | — | $155K | 0.7% | |
| Ishares Russell Mid-Cap Index K " | — | — | — | $146K | 0.6% | |
| Hartford Equity Income Fund " | — | — | — | $141K | 0.6% | |
| Victory Sycamore Estab Val Fd " | — | — | — | $141K | 0.6% | |
| Ishares US Aggregate Bond Index K " | — | — | — | $128K | 0.6% | |
| DFA Real Estate Securities I " | — | — | — | $110K | 0.5% | |
| American Funds New Prspctve Fd " | — | — | — | $95K | 0.4% | |
| PIMCO Income Instl " | — | — | — | $68K | 0.3% | |
| DFA US Targeted Value I " | — | — | — | $64K | 0.3% | |
| American Funds Sm Cap World Fd " | — | — | — | $63K | 0.3% | |
| Ammerican Funds GR and Inc Port R-6 " | — | — | — | $57K | 0.3% | |
| PIMCO Real Return Instl " | — | — | — | $52K | 0.2% | |
| American Funds New World Fund Mutual fund | — | — | — | $50K | 0.2% | |
| MassMutual Overseas Fund " | — | — | — | $41K | 0.2% | |
| American Funds American Balanced R6 " | — | — | — | $24K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $21K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $16K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $11K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Funds Cap Inc Bldr Fd " | — | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $4K | <0.1% | |
| American Funds Strategic Bond R6 " | — | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |