# Intellipro Service INC 401(k) Plan
Source: https://planprovider.pro/companies/fespro-international-401k-plan

> Intellipro Service INC's 401(k) plan: 419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|—|

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