Plan Snapshot
- Plan Sponsor: Intellipro Group, INC.
- Sponsor EIN: 271069764
- Sponsor Address: 160 E TASMAN DRIVE, SUITE 200, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 543
- Total Assets: $6.0M
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 | 543 | $6.0M | $0 | $1.5M |
| 2023 | 426 | $4.8M | $0 | $1.4M |
| 2022 | 602 | $3.5M | $18,900 | $1.4M |
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 | $34,129 | — | $34,129 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $30,045 | $393 | $30,438 |
| CHEK TAN AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,567
- Estimated Expense Ratio: 1.072% 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 | $64,175 | $30,046 | — | — | — |
| 2023 | $54,276 | $23,402 | — | — | — |
| 2022 | $46,099 | — | — | — | — |