Back to filter
Original filing (PDF)20251015102047NAL0004566209001
INTERPRINT, INC.
Form 5500
FILING_RECEIVED
INTERPRINT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
168
Accounts w/ balance
202
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2030 Target Date Retirement Fund "" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERPRINT, INC..
Plan sponsor
Name
INTERPRINT, INC.
EIN
04-3024423
Address
101 CENTRAL BERKSHIRE BOULEVARD · PITTSFIELD, MA · 012010000
Phone
(413) 443-4733
Industry
Manufacturingsee all
Plan administrator
Name
INTERPRINT, INC.
EIN
04-3024423
City
PITTSFIELD, MA
Phone
(413) 443-4733
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | 04-2530412 | — | OTHER SERVICES | $800 | — |
Investments
25 direct securities · 6 pooled funds· $20.2M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.3M
25 holdings
Pooled Separate Account
$922K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund " | — | — | — | $5.8M | 27.0% | |
| American Funds 2025 Target Date Retirement Fund " | — | — | — | $3.7M | 17.2% | |
| American Funds 2035 Target Date Retirement Fund " | — | — | — | $2.8M | 13.1% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $1.3M | 6.0% | |
| American Funds 2045 Target Date Retirement Fund " | — | — | — | $1.2M | 5.5% | |
| American Funds 2050 Target Date Retirement Fund " | — | — | — | $1.0M | 4.7% | |
| American Funds 2020 Target Date Retirement Fund " | — | — | — | $788K | 3.7% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $531K | 2.5% | |
| American Funds The Growth Fund of America " | — | — | — | $365K | 1.7% | |
| American Funds 2015 Target Date Retirement Fund " | — | — | — | $335K | 1.6% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $320K | 1.5% | |
| American Funds 2060 Target Date Retirement Fund " | — | — | — | $269K | 1.3% | |
| MFS Value Fund " | — | — | — | $263K | 1.2% | |
| Fidelity Advisor Equity Growth Fund " | — | — | — | $255K | 1.2% | |
| Loomis Sayles Investment Grade Bond Fund " | — | — | — | $201K | 0.9% | |
| MFS International Intrinsic Value Fund " | — | — | — | $175K | 0.8% | |
| Principal SAM Conservative Balance Separate Account Pooled separate account | — | — | — | $142K | 0.7% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $142K | 0.7% | |
| American Funds EuroPacific Growth Fund " | — | — | — | $116K | 0.5% | |
| PRIN SAM STRAT GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $96K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund " | — | — | — | $81K | 0.4% | |
| Virtus Ceredex Mid-Cap Value Equity Fund " | — | — | — | $73K | 0.3% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund " | — | — | — | $68K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $65K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $50K | 0.2% | |
| MFS New Discovery Fund " | — | — | — | $39K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $37K | 0.2% | |
| Franklin Small Cap Value Fund " | — | — | — | $28K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund " | — | — | — | $13K | <0.1% | |
| PIMCO Real Return Fund " | — | — | — | $7K | <0.1% | |
| Fidelity Advisor Total Bond Fund Mutual fund | — | — | — | $6K | <0.1% |