Plan Snapshot
- Plan Sponsor: Intellistack, LLC
- Sponsor EIN: 262860913
- Sponsor Address: 11671 LANTERN ROAD, FISHERS, IN, 46038
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 298
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 298 | $17.9M | $0 | $0 |
| 2024 | 158 | $14.5M | $713,447 | $1.5M |
| 2023 | 143 | $10.7M | $695,181 | $1.5M |
| 2022 | 244 | $8.7M | $720,970 | $1.5M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER, AND MILLER,LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $2,203,182 | — | $3,590 | — | — |
| 2024 | $4,650 | — | $4,650 | — | — |
| 2023 | $6,535 | — | $6,535 | — | — |
| 2022 | $3,045 | — | $3,045 | — | — |