INTELLICENTS INVESTMENT SOLUTIONS I
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served92+8 YoYRank #212 of mapped providers
Assets under administration$7.8B0.0%Market share · rank #1427
Fees received$3MMedian $19,154/planSum across Schedule C direct + indirect
Net wins YoY+815 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical INTELLICENTS INVESTMENT SOLUTIONS I plan look like?
Service mix · median fees per plan
Count of plans where INTELLICENTS INVESTMENT SOLUTIONS I ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 57 | $16,386 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 19 | $16,860 | |
Investment management; Investment management fees paid directly by planCode 28 | 8 | $41,371 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 4 | $31,587 | |
Other feesCode 99 | 3 | $5,000 | |
Investment advisory (plan); Trustee (discretionary)Code 24 | 1 | $70,253 |
Competitor overlap
Percent of INTELLICENTS INVESTMENT SOLUTIONS I's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under INTELLICENTS INVESTMENT SOLUTIONS I.
| Sponsor | From | Assets |
|---|---|---|
MRS. GERRY'S KITCHEN, LLCMN · 411309235-001 | ALERUS FINANCIAL, N.A. | $26M |
XALOY LLCOH · 814251752-001 | CHARLES SCHWAB & CO., INC. | $24M |
LMT ONSRUD LPIL · 522136091-002 | ABG PORTFOLIO STRATEGIES, INC. | $20M |
HAMPEL ENTERPRISES, INC.KS · 843952470-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
TARIAN GROUP, LLCCO · 841098613-002 | KDV WEALTH MANAGEMENT, LLC | $9M |
COUNTRY PARTNERS COOPERATIVENE · 470303317-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
MEDICAL EXTRUSION TECHNOLOGIES, INC.CA · 330428715-001 | LPL FINANCIAL | $6M |
FARMERS COOP ASSN AND VISION AG, LLCIA · 420248005-002 | CAPFINANCIAL PARTNERS LLC | $5M |
SEAGRAVE FIRE APPARATUS, LLCWI · 010779841-005 | (new plan) | $5M |
ADAMS EXTRACT & SPICE, LLCTX · 061645402-002 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under INTELLICENTS INVESTMENT SOLUTIONS I; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHIPTONS BIG R, INC.MT · 810251220-001 | (new plan) | $6M |
J.R. SHORT MILLING COMPANYIL · 361771290-001 | (new plan) | $5M |
JPI GLASS LLCMO · 480983227-001 | STRATOS WEALTH PARTNERS | $5M |
SYNERGY SERVICES INC.MO · 430970674-001 | ALERUS FINANCIAL, N.A. | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $5,361 | 1y | 1 |
VERMEER CORPORATIONIA · 420663191-001 | $499M | 5,384 | $332,254 | 6y | - |
OPTION CARE HEALTH, INC.IL · 680208702-001 | $413M | 9,731 | $44,993 | 8y | 2 |
AVI SYSTEMS, INC.KS · 450321251-002 | $399M | 1,832 | $20,000 | 9y | - |
METROPOLITAN ANESTHESIA NETWORK, LLPMN · 411524692-001 | $391M | 685 | $16,860 | 7y | 1 |
FLINT HILLS RESOURCES PINE BEND, LLCKS · 611603905-003 | $248M | 669 | $197,457 | 9y | - |
FIRST PREMIER BANKSD · 460119480-001 | $241M | 2,088 | $217,433 | 4y | - |
TRUE MFG. CO., INC.MO · 430709967-002 | $227M | 3,223 | $96,000 | 4y | - |
SHORT-ELLIOTT-HENDRICKSON, INC.MN · 411251208-001 | $217M | 1,236 | $31,500 | 3y | 1 |
CTOS, LLCMO · 811853358-001 | $129M | 2,911 | $34,994 | 7y | 1 |
Flag exposure
78.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into INTELLICENTS INVESTMENT SOLUTIONS I.
- INTELLECENTS INC
- INTELLICENTS
- INTELLICENTS INC
- INTELLICENTS INC.
- INTELLICENTS INVEST SOLUTIONS INC
- INTELLICENTS INVESTMENT
- INTELLICENTS INVESTMENT SERVIC
- INTELLICENTS INVESTMENT SERVICES
- INTELLICENTS INVESTMENT SOLTUIONS
- INTELLICENTS INVESTMENT SOLUTI
- INTELLICENTS INVESTMENT SOLUTION
- INTELLICENTS INVESTMENT SOLUTIONS
- INTELLICENTS INVESTMENT SOLUTIONS I
- INTELLICENTS INVESTMENT SOLUTIONS,
- INTELLICENTS INVESTMENT SOLUTIONSI
- INTELLICENTS INVESTMENTS
- INTELLICENTS INVESTMENTS SOLUTIONS
- INTELLICENTS INVESTMET SOLUTIONS IN
- INTELLICENTS INVETMENT SOLUTIONS
- INTELLICENTS, INC
- INTELLICENTS, INC.
- INTELLLICENTS INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for INTELLICENTS INVESTMENT SOLUTIONS I's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 3.26% | 7.76% | -4.50 pp |
| Fidelity bond gap | 4 | 4.35% | 26.94% | -22.59 pp |
| Late contributions | 13 | 14.13% | 1.71% | +12.42 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 25 | 27.17% | 1.76% | +25.42 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INTELLICENTS INVESTMENT SOLUTIONS I. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).