Plan Snapshot
- Plan Sponsor: Intel Corporation
- Sponsor EIN: 941672743
- Sponsor Address: 4500 S DOBSON ROAD, CHANDLER, AZ, 85248
- Plan Type: Health & Welfare
- Plan Number: 526
- Total Participants: 0
- Total Assets: $544.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $544.3M | $800,000 | $7.9M |
| 2023 | 0 | $549.2M | $600,000 | $8.0M |
| 2022 | 0 | $503.8M | $6.3M | $8.6M |
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 |
|---|---|---|---|---|
| BUSINESSOLVER | Recordkeeper | $656,805 | — | $656,805 |
| METLIFE INVESTMENT MANAGEMENT | Investment Advisor | $374,731 | — | $374,731 |
| STATE STREET GLOBAL ADVISORS TRUST | Investment Advisor | $266,708 | — | $266,708 |
| ANTHEM BLUE CROSS LIFE AND HEALTH | Recordkeeper | $216,238 | — | $216,238 |
| HANLON BROWN DESIGN, INC. | Other Service Provider | $135,923 | — | $135,923 |
| AON INVESTMENTS USA INC. | Other Service Provider | $79,645 | — | $79,645 |
| CROWE LLP | Auditor | $54,000 | — | $54,000 |
| CLIFTONLARSONALLEN LLP | Auditor | $50,000 | — | $50,000 |
| MERCER | Actuary | $50,000 | — | $50,000 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $45,451 | — | $45,451 |
| DELOITTE TAX LLP | Other Service Provider | $39,149 | — | $39,149 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $18,626 | — | $18,626 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,987,276
- Estimated Expense Ratio: 0.365% 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 | $18,834,060 | $721,083 | $895,825 | $54,000 | — |
| 2023 | $31,635,435 | $664,969 | $830,926 | $51,000 | — |
| 2022 | $1,880,122 | $731,491 | $816,247 | — | $332,384 |