# Intellicents, Inc.
Source: https://planprovider.pro/provider/intellicents-inc

> Founded in 1983, Intellicents, Inc. advises retirement plan sponsors with a focus on “over-serving the Underserved” through practical plan work and participa…

Retirement Plan Advisor

Albert Lea, MN

## About Intellicents, Inc.

<p>Founded in 1983, Intellicents, Inc. advises retirement plan sponsors with a focus on “over-serving the Underserved” through practical plan work and participant guidance. The firm has 63 employees and reports $7.4B in AUM (2026).</p>

<p>Headquartered in Albert Lea in southern Minnesota, Intellicents also has offices in Eden Prairie in the Minneapolis–St. Paul metro, Fargo, Lake Mills (north-central Iowa), Golden outside Denver, and two Texas locations in Austin and Southlake in the Dallas–Fort Worth area. This footprint supports plan work across the Upper Midwest, the Front Range, and Texas.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, Intellicents handles plan design, participant advice, and fiduciary audits. The firm also provides retirement plan consulting, insurance consulting, wealth management, and business success and exit planning for employers and individuals.</p>

<p>What sets Intellicents apart is its mix of fiduciary governance and in-house planning tools, including Intellisteps financial planning and the Intelli(k) platform, built around sponsor protections and employee retirement outcomes.</p>

<ul>
<li>Plan design support for employer-sponsored retirement plans</li>
<li>Participant advice and education programs</li>
<li>Fiduciary audit services and governance help</li>
<li>Insurance consulting and tailored coverage solutions</li>
<li>Business exit planning and wealth management services</li>
</ul>

Website: [https://www.intellicents.com/](https://www.intellicents.com/)

Founded: 1983

Employees: 63

## Office Locations

- Albert Lea, MN (Headquarters)

- Eden Prairie, MN

- Austin, TX

- Southlake, TX

- Fargo, ND

- Golden, CO

- Lake Mills, IA

## Accreditations & Certifications

- CFP®

## Services Offered

- Plan Design Consulting

- Participant Investment Advice

- Fiduciary Audit Services

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $7.4B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| BLACK & VEATCH RETIREMENT PROGRAM|BVH, INC., KS|$3.0B|7,022|

| EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN|EIDE BAILLY LLP, ND|$614M|3,154|

| JANE STREET GROUP, LLC 401(K) PLAN|JANE STREET GROUP, LLC, NY|$521M|1,728|

| ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K|ALTRU HEALTH SYSTEM, ND|$489M|2,877|

| METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN|METROPOLITAN ANESTHESIA NETWORK, LLP, MN|$391M|554|

| AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN|AVI SYSTEMS, INC., KS|$350M|1,191|

| FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN|FLINT HILLS RESOURCES PINE BEND, LLC, KS|$248M|591|

| TRUE MANUFACTURING COMPANY, INC. 401(K) PLAN|TRUE MFG. CO., INC., MO|$227M|2,908|

| MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN|MARATHON CHEESE CORPORATION, WI|$205M|2,109|

| ASPCA 401(K) RETIREMENT PLAN|THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS, NY|$162M|1,191|

| NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN|NORAN NEUROLOGICAL CLINIC, P.A., MN|$154M|242|

| MIRON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN|MIRON CONSTRUCTION CO., INC., WI|$130M|438|

| PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN|PERFORMANCE CONTRACTORS, INC., LA|$128M|4,376|

| THANEXUS, INC. RETIREMENT PLAN|THANEXUS, INC., NJ|$125M|352|

| FS BRANDS 401(K) PLAN|FS BRANDS, INC., MA|$125M|2,428|

| NICOLET NATIONAL BANK 401(K) PLAN|NICOLET NATIONAL BANK, WI|$124M|991|

| RMS EASYPLAN|ACCESS PLANS, LLC, TX|$122M|3,738|

| SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN|SUPERIOR INDUSTRIES, INC., MN|$116M|1,377|

| SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN|SIGNATURE MEDICAL GROUP, INC., MO|$115M|313|

| BRANDT HOLDINGS COMPANY 401(K) PLAN|BRANDT HOLDINGS COMPANY, ND|$113M|1,713|

Showing top 20 of 433 plans serviced in 2024.

## Other Retirement Plan Advisors in MN

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Francis LLC](https://planprovider.pro/provider/francis-llc) - Brookfield, WI

- [Hays Financial Group, LLC](https://planprovider.pro/provider/hays-financial-group-llc) - Edina, MN

- [Pension Consultants INC](https://planprovider.pro/provider/pension-consultants-inc) - Minneapolis, MN

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Oxford Financial Group, LTD](https://planprovider.pro/provider/oxford-financial-group-ltd) - Carmel, IN

- [Christensen Group Financial, LLC](https://planprovider.pro/provider/christensen-group-financial-llc) - Eden Prairie, MN

- [Beacon Financial Group, Inc.](https://planprovider.pro/provider/beacon-financial-group-inc) - Aurora, OH

- [Strong Tower Advisory Services](https://planprovider.pro/provider/strong-tower-advisory-services) - Minneapolis, MN

- [Excelsior Investors](https://planprovider.pro/provider/excelsior-investors) - Excelsior, MN

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/intellicents-inc)

&copy; 2026 PlanProvider.Pro