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Filters:EIN 204063021 Clear all

Companies

companyThe Intersect Group, LLC
$11.2Mreported plan assets
EIN: 20-4063021Location: GAPlans: 8Participants: 2,873Latest: 2023
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Plans

planThe Intersect Group, LLC 401(K) Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
$11.2Mreported assets (EOY)
Sponsor: The Intersect Group, LLCEIN: 20-4063021Plan: 001Participants: 1,332Assets: $11,199,931Net assets: $11.2MAssets / participant: $8.4KLocation: Atlanta, GALatest: 2023
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planThe Intersect Group Employee Health Care Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 501Participants: 266Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Life Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 502Participants: 258Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Add Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 503Participants: 258Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Std Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 504Participants: 244Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Ltd Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 505Participants: 258Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Ancillary Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 506Participants: 147Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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planThe Intersect Group Mec Plan2023 filing
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 507Participants: 110Assets: not reported in the loaded datasetLocation: Sandy Springs, GALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust
Sponsor: The Intersect Group, LLCEIN: 20-4063021Plan: 001Ack ID: 20241003061100NAL0010073761001
filing2023 Form 5500 — The Intersect Group Employee Health Care Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 501Ack ID: 20240924160018NAL0013023521001
filing2023 Form 5500 — The Intersect Group Life Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 502Ack ID: 20240924160155NAL0013027937001
filing2023 Form 5500 — The Intersect Group Add Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 503Ack ID: 20240924160332NAL0026609346001
filing2023 Form 5500 — The Intersect Group Std Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 504Ack ID: 20240924160451NAL0013030593001
filing2023 Form 5500 — The Intersect Group Ltd Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 505Ack ID: 20240924160615NAL0004811043001
filing2023 Form 5500 — The Intersect Group Ancillary Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 506Ack ID: 20240924160734NAL0013031553001
filing2023 Form 5500 — The Intersect Group Mec Plan
Sponsor: The Intersect GroupEIN: 20-4063021Plan: 507Ack ID: 20240924160904NAL0004813043001