Plan Snapshot
- Plan Sponsor: Intellibridge, LLC
- Sponsor EIN: 651313681
- Sponsor Address: 1430 SPRING HILL ROAD, MCLEAN, VA, 221023000
- Plan Type: 401(k)
- Total Participants: 870
- Total Assets: $92.9M
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 | 870 | $92.9M | $2.7M | $8.4M |
| 2023 | 778 | $74.8M | $2.8M | $8.6M |
| 2022 | 818 | $59.8M | $2.5M | $8.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $125,892 | — | $125,892 |
| NFP RETIREMENT INC | Investment Advisor | $45,000 | — | $45,000 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $15,450 | — | $15,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- NFP RETIREMENT INC — Investment Advisor
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,342
- Estimated Expense Ratio: 0.201% 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 | $186,342 | $60,450 | $300 | — | — |
| 2023 | $161,655 | $61,350 | — | — | — |
| 2022 | $164,197 | — | — | — | — |