# Intellectual Technology INC 401(k) Plan
Source: https://planprovider.pro/companies/intellectual-technology-inc-401k-plan

> Intellectual Technology INC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intellectual Technology INC

- **Sponsor EIN:** 841130227

- **Sponsor Address:** 1901 CAMINO VIDA ROBLE, CARLSBAD, CA, 92008

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|213|$5.4M|$90,976|$719,424|

| 2023|232|$5.1M|$74,870|$784,004|

| 2022|233|$4.8M|$84,441|$790,576|

## 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|

| ADP, INC.|RECORD KEEPER|$50,586|—|$50,586|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,586

- **Estimated Expense Ratio:** 0.933% 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|$50,586|—|—|—|—|

| 2023|$57,574|—|—|—|—|

| 2022|$49,330|—|—|—|—|

## Similar Plans

- [United Support Services, INC.](https://planprovider.pro/companies/united-support-services-inc-401k-plan) — 208 participants

- [Liferay, INC.](https://planprovider.pro/companies/liferay-inc-401k-plan) — 207 participants

- [Captivateiq, INC.](https://planprovider.pro/companies/captivateiq-inc-plan-001) — 206 participants

- [Onboardiq, INC](https://planprovider.pro/companies/onboardiq-inc-plan-001) — 204 participants

- [Celigo, INC.](https://planprovider.pro/companies/celigo-inc-plan-001) — 225 participants

- [Lumin Digital, INC.](https://planprovider.pro/companies/lumin-digital-inc-401k-plan) — 227 participants

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

© 2026 PlanProvider.Pro