Thomas Andrulis signed Intelligent Technical Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intelligent Technical Solutions, LLC's EIN is 68-0548779.
Download the official 2024 Form 5500 (PDF) for Intelligent Technical Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intelligent Technical Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $3.1M | 41.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.8M | 24.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.1M | 14.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $506K | 6.8% | |
| Vanguard Total Intl Bond Index Admiral | Mutual Funds | — | — | $494K | 6.7% | |
| BANC Master Deposit | Other securities | — | — | $219K | 3.0% | |
| Vanguard Short-Term Infl-Prot Sec Index | Mutual Funds | — | — | $77K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $13K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Nuveen Large Cap Responsibe Equity Fund Premier | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Emerging Mkts Stock Index Admiral | Mutual Funds | — | — | $1K | <0.1% | |
| DFA International Small Company I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
