Form 5500 Search

INTELLIGENT FINANCIAL STRATEGIES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
38,517
Total plan assets
$3.8B
Filings (rows)
3
Direct comp
$28K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ANDERSEN CORPORATION
ANDERSEN 401K PLAN
BAYPORT, MN
Other
NONE
13,271$1.5B$11K
ANDERSEN CORPORATION
ANDERSEN 401K PLAN
BAYPORT, MN
Other
NONE
12,947$1.3B$9K
ANDERSEN CORPORATION
ANDERSEN 401K PLAN
BAYPORT, MN
Other
NONE
12,299$1.1B$8K
INTELLIGENT FINANCIAL STRATEGIES — Form 5500 Service Provider Profile | Form 5500 Search