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Sponsor portfolio

INTELLI RX, INC.

EIN 85-4066077-market research-Latest filing 2025
Plans
2
Retirement
2
$218K assets
Welfare
0
Participants
6
142 HENDRICKSON AVE. - LYNBROOK, NY 11563516-502-0720intelli-z.comLinkedIn1-10 employeesmarket research
Plans on this EIN
2 filings
#001401k-$139K - 3 part#002CashBalance-$78K - 3 part

Retirement portfolio analytics

2 plans aggregated / $218K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $218KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTELLI RX, INC. 401K PROFIT SHARING PLAN

401k

Assets$139K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTELLI RX, INC. CASH BALANCE PLAN

CashBalance

Assets$78K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTELLI RX, INC. 401K PROFIT SHARING PLAN401k$139K32025
002INTELLI RX, INC. CASH BALANCE PLANCashBalance$78K32025
Retirement plans
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