How big is Intelus Wealth Management, LLC's plan?

Intelus Wealth Management, LLC's plan reported $349K in assets and 4 participants for 2024.

Original filing (PDF)20251014133921NAL0003051761001

Intelus Wealth Management, LLC

Name: Intelus Wealth Management, LLC — Intelus Wealth, Form 5500 (2024)
Creator: Intelus Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intelus Wealth Management LLC 401(k) Plan

401(k) retirement plan · Intelus Wealth Management, LLC's Intelus Wealth Management LLC 401(k) Plan held $349K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

Plan identifiers

Intelus Wealth Management, LLC's EIN is 81-5251084.

EIN 81-5251084

Plan number 001

Plan year 2024

ACK ID 20251014133921NAL0003051761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intelus Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTELUS WEALTH MANAGEMENT, 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