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

Intelligence and Strategic Advisors, LLC's plan reported $1.5M in assets and 2 participants for 2025.

Original filing (PDF)20260430162352NAL0000096368001

Intelligence and Strategic Advisors, LLC

Name: Intelligence and Strategic Advisors, LLC — Form 5500 Plan 002 (2025)
Creator: Intelligence and Strategic Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intelligence and Strategic Advisors, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · Intelligence and Strategic Advisors, LLC's Intelligence and Strategic Advisors, LLC Cash Balance Plan & Trust held $1.5M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 002

Plan year 2025

ACK ID 20260430162352NAL0000096368001

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 a defined-benefit pension formula, a cash-balance formula.

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.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score