# Intellipro Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intellipro-group-inc-401k-plan

> Intellipro Group, INC.'s 401(k) plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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