How big is Intellus Advisors, LLC's plan?

Intellus Advisors, LLC's plan reported $3.0M in assets and 11 participants for 2025.

Original filing (PDF)20260219141716NAL0011398658001

Intellus Advisors, LLC

Name: Intellus Advisors, LLC — Intellus Advisors, LLC, Form 5500 (2025)
Creator: Intellus Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intellus Advisors, LLC 401(k) Plan

401(k) retirement plan · Intellus Advisors, LLC's Intellus Advisors, LLC 401(k) Plan held $3.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Intellus Advisors, LLC's EIN is 82-1978625.

EIN 82-1978625

Plan number 001

Plan year 2025

ACK ID 20260219141716NAL0011398658001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Intellus Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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