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Original filing (PDF)20251015055235NAL0001920387001
INTELLECTUAL TECHNOLOGY INC
Form 5500
FILING_RECEIVED
INTELLECTUAL TECHNOLOGY INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
213
Accounts w/ balance
189
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 93 bps in Schedule C fees — 79% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLECTUAL TECHNOLOGY INC.
Plan sponsor
Name
INTELLECTUAL TECHNOLOGY INC
EIN
84-1130227
Address
1901 CAMINO VIDA ROBLE · SUITE 204 · CARLSBAD, CA · 92008
Phone
(260) 459-8800
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $51K | — |
Investments
27 direct securities · 1 pooled fund· $5.2M(96% of reported assets)
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.
Registered Investment Companies
$5.2M
27 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1.2M | 21.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $695K | 12.8% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $524K | 9.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $446K | 8.2% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $329K | 6.1% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $246K | 4.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $239K | 4.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $192K | 3.5% | |
| VANGUARD INTERMEDIATE TERM BON 919 REGISTERED INVESTMENT COMPANY AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $191K | 3.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $172K | 3.2% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $171K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $143K | 2.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $140K | 2.6% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $128K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $87K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $63K | 1.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $50K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $39K | 0.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $37K | 0.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $37K | 0.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $19K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $18K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $17K | 0.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $17K | 0.3% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $7K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER 8 REGISTERED INVESTMENT COMPANY PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $4K | <0.1% |
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