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Original filing (PDF)20251010131909NAL0004279619001
ENTELLIGENCE, L.L.C.
Form 5500
FILING_RECEIVED
ENTELLIGENCE, L.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
164
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTELLIGENCE, L.L.C..
Plan sponsor
Name
ENTELLIGENCE, L.L.C.
EIN
76-0587654
Address
2 GREENWAY PLAZA · SUITE 510 · HOUSTON, TX · 77046
Phone
(713) 775-4198
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBG RETIREMENT INC | 76-0392127 | — | NONE | $23K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
Investments
27 direct securities· $7.9M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.2M | 14.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 247 Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.0M | 12.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $907K | 11.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $804K | 9.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $547K | 6.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $508K | 6.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $471K | 5.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $366K | 4.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $325K | 3.9% | |
| Vanguard High Dividend Yield Index ETF Vanguard 0 | — | — | — | $272K | 3.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $208K | 2.5% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $206K | 2.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $195K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $143K | 1.7% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $139K | 1.7% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $110K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $99K | 1.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $68K | 0.8% | |
| BlackRock High Yield Portfolio Instl BlackRock 0 | — | — | — | $59K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $54K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $52K | 0.6% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $46K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $39K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $36K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $32K | 0.4% | |
| Franklin Emerging Mkt Debt Opps Franklin 0 | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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