Intelligentsia 401(k) Profit Sharing Plan
Sponsored by Intelligentsia Coffee, Inc. · EIN 364027860 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 186
- With balances
- 345
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,212 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $18,003 |