# Intelliloan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intelliloan-inc-401k-plan

> Intelliloan, INC.'s 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intelliloan, INC.

- **Sponsor EIN:** 954449805

- **Sponsor Address:** 500 N STATE COLLEGE, ORANGE, CA, 92868

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

- **Total Participants:** 44

- **Total Assets:** $4.5M

## 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|44|$4.5M|$12,300|$203,464|

| 2023|39|$4.1M|$12,615|$209,085|

| 2022|49|$3.5M|$18,296|$345,483|

## 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|

| ACQUAVELLA, CHIARELLI, SHUSTER, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,305|—|$14,305|—|—|

| 2023|$13,054|—|$13,054|—|—|

| 2022|$12,873|$12,723|$150|—|—|

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