How big is Intellisource LLC's plan?

Intellisource LLC's plan reported $5.3M in assets and 113 participants for 2024.

Original filing (PDF)20250729102508NAL0005595122001

Intellisource LLC

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

Form 5500-SF

FILING_RECEIVED

Intellisource 401(k) Plan

401(k) retirement plan · Intellisource LLC's Intellisource 401(k) Plan held $5.3M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Derek Larson signed Intellisource LLC's 2024 Form 5500 as plan administrator.

Derek Larson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intellisource LLC's EIN is 84-1508864.

EIN 84-1508864

Plan number 001

Plan year 2024

ACK ID 20250729102508NAL0005595122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score