Plan Snapshot
- Plan Sponsor: Intelident Solutions, INC.
- Sponsor EIN: 571220613
- Sponsor Address: 5706 BENJAMIN CENTER DRIVE, STE 103, TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $22.9M
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 | 632 | $22.9M | $0 | $2.4M |
| 2023 | 765 | $22.9M | $0 | $2.5M |
| 2022 | 669 | $19.2M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $148,275 | — | $148,275 |
| RETIREMENT SOLUTIONS SPECIALISTS | CONTRACT ADMIN | $53,792 | $11,466 | $65,258 |
| UBS FINANCIAL SERVICES INC. | INVESTMENT ADVISOR | $54,568 | — | $54,568 |
| WARREN AVERETT, LLC | AUDITOR | $11,200 | — | $11,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — INVESTMENT ADVISOR
- WARREN AVERETT, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $279,301
- Estimated Expense Ratio: 1.221% 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 | $273,538 | $54,568 | $207,770 | $11,200 | — |
| 2023 | $202,314 | $50,129 | $141,385 | $10,800 | — |
| 2022 | $226,969 | $142,879 | $81,408 | — | $2,000 |