Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Intellicents Investment Solutions I
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Intellicents Investment Solutions I is named as a service provider on the Schedule C of 73 retirement plans with 100 or more participants for plan year 2024, covering 61,851 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.6M. Per plan, the median was $52.71 per participant, with the middle half of plans between $21.74 and $110. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Minnesota (14), Iowa (13) and Kansas (13).
In 2009 it appeared on 23 such filings; in 2024, 74. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $21.74 | $52.71 | $110 |
| Compensation as a share of plan net assets | 0.05% | 0.09% | 0.17% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Option Care Health 401(k) Plan | Option Care Health, Inc. | IL | 9,731 | $413M | $45K |
| Wurk 401(k) Plan | Wurkforce, Inc. | CO | 7,888 | $24.3M | $109K |
| Tarian 401(k) Plan | Tarian Group, LLC | CO | 6,979 | $8.7M | $14K |
| True Manufacturing Company, Inc. 401(k) Plan | True Mfg. Co., Inc. | MO | 3,223 | $227M | $96K |
| Ctos, LLC 401(k) Plan | Ctos, LLC | MO | 2,911 | $129M | $35K |
| Premier 401(k) Plan | First Premier Bank | SD | 2,088 | $241M | $217K |
| Avi Systems, Inc. Employee Stock Ownership Plan | Avi Systems, Inc. | KS | 1,832 | $350M | $20K |
| Short-Elliott-Hendrickson, Inc. Profit Sharing and 401(k) Plan | Short-Elliott-Hendrickson, Inc. | MN | 1,236 | $217M | $32K |
| Pella Regional Health Center 401(k) Plan | Pella Regional Health Center | IA | 1,184 | $102M | $136K |
| Ubg 401(k) - Agtegra | Agtegra Cooperative | SD | 1,124 | $69.1M | $5,000 |
| Karl Chevrolet, Inc. 401(k) Plan | Karl Chevrolet, Inc. | IA | 883 | $31.2M | $32K |
| Capitol Federal 401(k) Plan | Capitol Federal Financial, Inc. | KS | 859 | $35.3M | $70K |
| Milsco Retirement Plan | Milsco, LLC | WI | 827 | $33.2M | $23K |
| Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan | Kinze Manufacturing, Inc. | IA | 809 | $90.9M | $80K |
| Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing Plan | Dickson-Diveley Midwest Orthopaedic Clinic, LLC | KS | 717 | $57.7M | $42K |
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, LLP | MN | 685 | $391M | $17K |
| Flint Hills Resources Union Employees 401(k) Plan | Flint Hills Resources Pine Bend, LLC | KS | 669 | $248M | $197K |
| G&C Staffing Retirement Savings Plan | G&C Staffing LLC | CA | 661 | $3.3M | $16K |
| AG Partners Coop 401(k) Retirement Plan | AG Partners Coop | MN | 660 | $85.7M | $116K |
| Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan | Rockland Industrial Holdings, LLC | MN | 660 | $12.3M | $26K |
| Wilson Trailer Company Retirement Plan for Production Employees | Wilson Trailer Company | IA | 645 | $43.7M | $41K |
| Ubg 401(k) - Farmers Cooperative | Farmers Cooperative | NE | 619 | $27.0M | $5,000 |
| Osborn 401(k) Plan | Osborn LLC | IN | 586 | $25.6M | $15K |
| Lexipol Company Retirement Readiness 401(k) Plan | Lexipol, LLC | TX | 571 | $24.2M | $44K |
| Ubg 401(k) - MKC | Mid-Kansas Cooperative Association | KS | 553 | $16.0M | $5,000 |
| CCB 401(k) Retirement Plan | Country Club Bank | MO | 508 | $76.2M | $63K |
| Ubg 401(k) - Frontier Cooperative | Frontier Cooperative | NE | 489 | $19.8M | $5,000 |
| Family Health Center of Marshfield, Inc. Retirement Plan | Family Health Center of Marshfield, Inc. | WI | 455 | $39.6M | $50K |
| Bedford Industries, Inc. Salary Savings Plan | Bedford Industries, Inc. | MN | 451 | $71.3M | $94K |
| Fairwave Holdings 401(k) Savings Plan | Fairwave Holdings LLC | MO | 445 | $2.9M | $13K |
| Innovance, Inc. 401(k) Plan | Innovance, Inc. | MN | 432 | $34.1M | $44K |
| Productivity, Inc. Savings & Profit Sharing Plan and Trust | Productivity, Inc. | MN | 432 | $58.3M | $68K |
| Ubg 401(k) - Cpi | Cooperative Producers, Inc. | NE | 426 | $6.4M | $5,000 |
| Central Farm Service 401(k) Plan | Central Farm Service | MN | 413 | $41.1M | $53K |
| Ubg 401(k) - Agstate SH Match | Agstate | IA | 407 | $31.0M | $5,000 |
| I.C. System, Inc. Savings Plus Plan | I.C. System, Inc. | MN | 401 | $36.9M | $32K |
| Minneapolis Clinic Profit Sharing & 401(k) Plan | Minneapolis Clinic of Neurology Ltd. | MN | 373 | $72.7M | $45K |
| Service Management Group 401(k) Plan | Service Management Group, LLC | MO | 344 | $26.4M | $31K |
| Ubg 401(K)- Country Partners Coop | Country Partners Cooperative | NE | 343 | $8.6M | $5,000 |
| Hampel Enterprises 401(k) Plan | Hampel Enterprises, Inc. | KS | 334 | $18.9M | $27K |
Questions and answers
How many plans does Intellicents Investment Solutions I serve?
73 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Intellicents Investment Solutions I?
The median plan reported $52.71 per participant in direct and indirect compensation (73 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (55 plans), Investment management (10 plans), Investment advisory (participants) (5 plans) and Recordkeeping and information management (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.