Plan Snapshot
- Plan Sponsor: Intelycare, INC.
- Sponsor EIN: 472739929
- Sponsor Address: 1250 HANCOCK STREET, 501N, QUINCY, MA, 02169
- Plan Type: 401(k)
- Total Participants: 13,069
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,069 | $12.4M | $1.3M | $2.4M |
| 2023 | 17,438 | $10.1M | $1.7M | $3.2M |
| 2022 | 8,746 | $4.2M | $947,602 | $1.9M |
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 |
|---|---|---|---|---|
| WOLF & COMPANY, P.C. | 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 | $82,648 | $10,861 | — | — | — |
| 2023 | $63,786 | $17,638 | $11,100 | — | — |
| 2022 | $27,251 | — | $27,251 | — | — |