Plan Snapshot
- Plan Sponsor: The Intellekt Group
- Sponsor EIN: 474526395
- Sponsor Address: 1777 NE LOOP 410, SAN ANTONIO, TX, 78217
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $7.4M
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 | 187 | $7.4M | $504,597 | $1.2M |
| 2023 | 161 | $5.8M | $460,107 | $1.0M |
| 2022 | 127 | $4.0M | $443,807 | $931,654 |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $43,452 | $25,195 | — | — | — |
| 2023 | $16,727 | $6,440 | — | — | — |
| 2022 | $9,277 | — | $9,277 | — | — |