Plan Snapshot
- Plan Sponsor: Intellipro Service INC
- Sponsor EIN: 833224197
- Sponsor Address: 160 E TASMAN DRIVE, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 419 | $10.1M | $904,617 | $3.5M |
| 2023 | 163 | $3.5M | $395,100 | $1.7M |
| 2022 | 41 | $635,799 | $167,211 | $442,935 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY INC. | INVESTMENT ADVISORY-PLAN | $45,527 | — | $45,527 |
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORD KEEPER | $34,389 | — | $34,389 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH LIFE AGENCY INC. — INVESTMENT ADVISORY-PLAN
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORD KEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,916
- Estimated Expense Ratio: 0.791% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $79,916 | $45,527 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |