Plan Snapshot
- Plan Sponsor: Intel Corporation
- Sponsor EIN: 941672743
- Sponsor Address: 1900 PRAIRIE CITY RD, FOLSOM, CA, 95630
- Plan Type: DB
- Total Participants: 13,179
- Total Assets: $814.7M
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 | 13,179 | $814.7M | $0 | $0 |
| 2023 | 18,776 | $910.0M | $0 | $0 |
| 2022 | 21,211 | $922.3M | $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 | $1,224,044 | — | $1,224,044 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | NONE | $413,764 | — | $413,764 |
| AON INVESTMENTS USA INC. | NONE | $230,137 | — | $230,137 |
| MERCER US LLC | ACTUARY | $180,300 | — | $180,300 |
| CROWE LLP | AUDIT | $49,600 | — | $49,600 |
| CLIFTONLARSONALLEN LLP | NONE | $46,800 | — | $46,800 |
| THE BANK OF NEW YORK MELLON | NONE | $23,354 | — | $23,354 |
| MORGAN LEWIS BROCKIUS LLP | NONE | $9,626 | — | $9,626 |
| CHRISTOPHER C GECZY | NONE | $9,000 | — | $9,000 |
| NORTHEAST RETIREMENT SERVICES, LLC | NONE | $7,500 | — | $7,500 |
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: $2,194,125
- Estimated Expense Ratio: 0.269% 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 | $3,668,265 | $662,870 | $1,224,044 | $49,600 | — |
| 2023 | $4,343,175 | $659,931 | $1,441,589 | $46,800 | — |
| 2022 | $4,838,274 | $645,713 | $1,346,323 | — | $229,470 |