How big is Intelligence and Strategic Advisors LLC's plan?

Intelligence and Strategic Advisors LLC's plan reported $516K in assets and 2 participants for 2025.

Original filing (PDF)20260430154103NAL0000085873001

Intelligence and Strategic Advisors LLC

Name: Intelligence and Strategic Advisors LLC — Form 5500 Plan 001 (2025)
Creator: Intelligence and Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intelligence and Strategic Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Intelligence and Strategic Advisors LLC's Intelligence and Strategic Advisors, LLC 401(k) Profit Sharing Plan held $516K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

People on this filing

Todd Bateman signed Intelligence and Strategic Advisors LLC's 2025 Form 5500 as plan administrator.

Todd Bateman — 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

Intelligence and Strategic Advisors LLC's EIN is 84-5076804.

EIN 84-5076804

Plan number 001

Plan year 2025

ACK ID 20260430154103NAL0000085873001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Intelligence and Strategic 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 INTELLIGENCE AND STRATEGIC 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