How big is Intention Financial's plan?

Intention Financial's plan reported $26K in assets and 2 participants for 2025.

Original filing (PDF)20260504220839NAL0000371632001

Intention Financial

Name: Intention Financial — Intention Financial 401(k), Form 5500 (2025)
Creator: Intention Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intention Financial 401(k) Plan

401(k) retirement plan · Intention Financial's Intention Financial 401(k) Plan held $26K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan identifiers

Intention Financial's EIN is 88-4145469.

EIN 88-4145469

Plan number 001

Plan year 2025

ACK ID 20260504220839NAL0000371632001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Intention Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Intention Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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