# Intelident Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intelident-solutions-inc-401k-plan

> Intelident Solutions, INC.'s 401(k) plan: 632 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intelident-solutions-inc-401k-plan)

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