Plan Snapshot
- Plan Sponsor: Intel Corporation
- Sponsor EIN: 941672743
- Sponsor Address: 1900 PRAIRIE CITY RD, FOLSOM, CA, 956309501
- Plan Type: DC
- Total Participants: 13,400
- Total Assets: $7.3B
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 13,400 | $7.3B | $0 | $0 |
| 2023 | 19,044 | $7.2B | $0 | $0 |
| 2022 | 21,513 | $6.9B | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INVEST INST OPS CO | RECORDKEEPER | $151,642 | — | $151,642 |
| BANK OF NEW YORK MELLON | NONE | $127,896 | — | $127,896 |
| AON INVESTMENTS USA INC | NONE | $74,667 | — | $74,667 |
| CLIFTONLARSONALLEN LLP | NONE | $46,800 | — | $46,800 |
| CROWE LLP | NONE | $35,250 | — | $35,250 |
| CHRISTOPHER C GECZY | NONE | $35,250 | — | $35,250 |
| RVK, INC. | NONE | $27,500 | — | $27,500 |
| MORGAN LEWIS BROCKIUS LLP | NONE | $18,223 | — | $18,223 |
| PAMELA GREENWOOD | NONE | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INVEST INST OPS CO — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — NONE
- MORGAN LEWIS BROCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $526,228
- Estimated Expense Ratio: 0.007% 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 | $531,871 | $152,060 | $151,642 | $35,250 | — |
| 2023 | $224,718 | $12,201 | $168,553 | — | — |
| 2022 | $168,539 | — | — | — | — |