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Original filing (PDF)20251009180527NAL0004152195001
INTELLIGENT TECHNICAL SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
INTELLIGENT TECHNICAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
167
Accounts w/ balance
173
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
17 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
100
Concentration risk
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLIGENT TECHNICAL SOLUTIONS, LLC.
Plan sponsor
Name
INTELLIGENT TECHNICAL SOLUTIONS, LLC
EIN
68-0548779
Address
3330 WEST DESERT INN ROAD · SUITE B · LAS VEGAS, NV · 89102
Phone
(702) 869-3636
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $28K | — |
Investments
17 direct securities· $7.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | — | $3.1M | 41.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.8M | 24.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.1M | 14.9% | |
| Vanguard Real Estate Index Admiral | — | — | — | $506K | 6.8% | |
| Vanguard Total Intl Bond Index Admiral | — | — | — | $494K | 6.7% | |
| BANC Master Deposit | — | — | — | $219K | 3.0% | |
| Vanguard Short-Term Infl-Prot Sec Index | — | — | — | $77K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $13K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $7K | <0.1% | |
| Vanguard 500 Index Admiral | — | — | — | $6K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Admiral | — | — | — | $2K | <0.1% | |
| Nuveen Large Cap Responsibe Equity Fund Premier | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port | — | — | — | $2K | <0.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Emerging Mkts Stock Index Admiral | — | — | — | $1K | <0.1% | |
| DFA International Small Company I | — | — | — | $1K | <0.1% |
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