# Intelliswift Software INC 401(k) Plan
Source: https://planprovider.pro/companies/intelliswift-software-inc-plan-002

> Intelliswift Software INC's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intelliswift Software INC

- **Sponsor EIN:** 943409003

- **Sponsor Address:** 39600 BALENTINE DR., NEWARK, CA, 94560

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

- **Total Participants:** 174

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|174|$1.5M|$0|$1.2M|

| 2023|196|$499,070|$0|$467,152|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## 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|$2,072|$776|—|—|—|

| 2023|$32|$32|—|—|—|

## Similar Plans

- [Pfu America, INC.](https://planprovider.pro/companies/pfu-america-inc-401k-plan) — 170 participants

- [Appomni, INC.](https://planprovider.pro/companies/appomni-inc-plan-001) — 178 participants

- [Dgn Technologies INC](https://planprovider.pro/companies/dgn-technologies-inc-401k-plan) — 178 participants

- [Ministry Centered Technologies, INC.](https://planprovider.pro/companies/ministry-centered-technologies-inc-plan) — 169 participants

- [G2 Software Systems, INC.](https://planprovider.pro/companies/g2-software-systems-inc-plan-001) — 169 participants

- [Narvar INC](https://planprovider.pro/companies/narvar-inc-plan-001) — 182 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intelliswift-software-inc-plan-002)

© 2026 PlanProvider.Pro