How big is Intelivest, Inc.'s plan?

Intelivest, Inc.'s plan reported $751K in assets and 1 participants for 2024.

Original filing (PDF)20250729111824NAL0003167665001

Intelivest, Inc.

Name: Intelivest, Inc. — Intelivest, Inc. ROTH 401(k) Plan, Form 5500 (2024)
Creator: Intelivest, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intelivest, Inc. ROTH 401(k) Plan

401(k) retirement plan · Intelivest, Inc.'s Intelivest, Inc. ROTH 401(k) Plan held $751K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$751K

Net assets (EOY)

$751K

People on this filing

Cheryl Guerrero signed Intelivest, Inc.'s 2024 Form 5500 as plan administrator.

Cheryl Guerrero — 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

Intelivest, Inc.'s EIN is 65-1002926.

EIN 65-1002926

Plan number 001

Plan year 2024

ACK ID 20250729111824NAL0003167665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intelivest, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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