How big is Intellezy LLC's plan?

Intellezy LLC's plan reported $2.0M in assets and 34 participants for 2024.

Original filing (PDF)20250924094225NAL0007949440001

Intellezy LLC

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

Form 5500-SF

FILING_RECEIVED

Intellezy, LLC 401(k) Plan

401(k) retirement plan · Intellezy LLC's Intellezy, LLC 401(k) Plan held $2.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Intellezy LLC's EIN is 81-3248588.

EIN 81-3248588

Plan number 001

Plan year 2024

ACK ID 20250924094225NAL0007949440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intellezy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

INTELLEZY LLC

EIN

all filings

Address

400 WEST CUMMINGS PARK · SUITE 2850 · WOBURN, MA · 01801

Phone

(781) 295-1404

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator