Blanca Rodriguez signed Intellisense Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intellisense Systems, Inc.'s EIN is 82-3054429.
Download the official 2024 Form 5500 (PDF) for Intellisense Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intellisense Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR/INVESTMENT ADV | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.1M | 13.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.1M | 13.3% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.8M | 9.2% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.1M | 6.8% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.9M | 6.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| TRP SCIENCE & TECH I Mutual Fund | Other securities | — | — | $1.5M | 5.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.0M | 3.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $762K | 2.5% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $636K | 2.1% | |
| SPROTT GOLD INV Mutual Fund | Other securities | — | — | $614K | 2.0% | |
| TRP HEALTH SCI I Mutual Fund | Other securities | — | — | $606K | 2.0% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $594K | 2.0% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $450K | 1.5% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $401K | 1.3% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $400K | 1.3% | |
| AF WASH MUTL INV R6 Mutual Fund | Other securities | — | — | $374K | 1.2% | |
| AS REAL RETURN INST Mutual Fund | Other securities | — | — | $361K | 1.2% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $338K | 1.1% | |
| FID GOVT MMKT Money Market Fund | Mutual Funds | — | — | $293K | 1.0% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $287K | 0.9% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $281K | 0.9% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $272K | 0.9% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $226K | 0.7% | |
| AF NEW PERSPECT R6 Mutual Fund | Other securities | — | — | $200K | 0.7% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $172K | 0.6% | |
| VANGUARD ENERGY ADM Mutual Fund | Mutual Funds | — | — | $165K | 0.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $135K | 0.4% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $131K | 0.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $125K | 0.4% | |
| VANG UTIL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $94K | 0.3% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $83K | 0.3% | |
| VANG ST FEDERAL ADM Mutual Fund | Other securities | — | — | $81K | 0.3% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $63K | 0.2% | |
| AS SPL MID CP VAL IS Mutual Fund | Other securities | — | — | $63K | 0.2% | |
| DWS R REAL ESTATE R6 Mutual Fund | Other securities | — | — | $52K | 0.2% | |
| DFA EMERGING MKTS I Mutual Fund | Mutual Funds | — | — | $38K | 0.1% | |
| VANG FINL INDEX ADM Mutual Fund | Other securities | — | — | $35K | 0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $24K | <0.1% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $13K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
