# Intellisense Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intellisense-systems-inc-401k-plan

> Intellisense Systems, INC.&#39;s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intellisense Systems, INC.

- **Sponsor EIN:** 823054429

- **Sponsor Address:** 21041 S WESTERN AVE, TORRANCE, CA, 90501

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

- **Total Participants:** 138

- **Total Assets:** $30.4M

## 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|138|$30.4M|$902,607|$2.5M|

| 2023|168|$26.0M|$906,641|$2.4M|

| 2022|151|$19.9M|$764,068|$2.0M|

## 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|

| NFP RETIREMENT INC|ADVISOR/INVESTMENT ADV|$28,571|—|$28,571|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,748|—|$24,748|

| LUCAS, HORSFALL, MURPHY & PINDROH,R|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR/INVESTMENT ADV

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LUCAS, HORSFALL, MURPHY & PINDROH,R](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,319

- **Estimated Expense Ratio:** 0.175% 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|$58,116|$33,368|—|—|—|

| 2023|$54,239|$29,126|$300|—|—|

| 2022|$55,611|$836|—|—|—|

## Similar Plans

- [Neuralink Corp.](https://planprovider.pro/companies/neuralink-corp-plan-001) — 309 participants

- [Tae Technologies, INC.](https://planprovider.pro/companies/tae-technologies-inc-401k-plan) — 310 participants

- [Grid Alternatives, INC.](https://planprovider.pro/companies/grid-alternatives-inc-401k-plan) — 321 participants

- [Arcutis Biotherapeutics, INC.](https://planprovider.pro/companies/arcutis-biotherapeutics-inc-401k-plan) — 325 participants

- [Sri International](https://planprovider.pro/companies/sri-international-401k-plan-006) — 331 participants

- [Pivot Bio](https://planprovider.pro/companies/pivot-bio-401k-plan) — 332 participants

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

&copy; 2026 PlanProvider.Pro
