AUMdb

Intelligenesis 401(k) Plan

Sponsored by Intelligenesis Llc · EIN 263170940 · Plan #001

Total assets
$35.4M
Net assets
$35.4M
Active participants
158
With balances
215

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Benefit Services Inc Investment advisory (plan), Other fees $47,543
Empower Annuity Insurance Company Recordkeeping fees $36,137
Empower Advisory Group, Llc Investment management $34,757
Atlantic Pension Services Contract administrator $16,931