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Original filing (PDF)20250603092341NAL0007501715001
INTERCONTINENTAL MANAGEMENT CORP.
Form 5500
FILING_RECEIVED
INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
159
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCONTINENTAL MANAGEMENT CORP..
Plan sponsor
Name
INTERCONTINENTAL MANAGEMENT CORP.
EIN
04-3126533
Address
1270 SOLDIERS FIELD RD. · BOSTON, MA · 01235
Phone
(617) 782-2600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
Investments
24 direct securities · 1 pooled fund· $42.8M(100% 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
$40.7M
24 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual R4 " | — | — | — | $6.4M | 14.8% | |
| American Funds 2035 Target Date Fund R4 " | — | — | — | $5.7M | 13.4% | |
| American Funds Growth Fund of America R4 " | — | — | — | $5.5M | 12.8% | |
| Ishares S&P 500 Index A " | — | — | — | $3.3M | 7.6% | |
| American Funds American Balanced R4 " | — | — | — | $3.1M | 7.2% | |
| American Funds Smallcap World R4 " | — | — | — | $2.4M | 5.7% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $2.1M | 4.9% | |
| American Funds Capital World G/I R4 " | — | — | — | $1.8M | 4.2% | |
| American Funds 2055 Target Date Fund R4 " | — | — | — | $1.6M | 3.7% | |
| American Funds Europacific Growth R4 " | — | — | — | $1.5M | 3.5% | |
| American Funds 2030 Target Date Fund R4 " | — | — | — | $1.5M | 3.5% | |
| American Funds 2020 Target Date Fund R4 " | — | — | — | $1.4M | 3.3% | |
| Victory Sycamore Established Value A " | — | — | — | $1.1M | 2.5% | |
| American Funds 2045 Target Date Fund R4 " | — | — | — | $1.0M | 2.4% | |
| American Funds Bond Fund of America R4 " | — | — | — | $901K | 2.1% | |
| American Funds 2050 Target Date Fund R4 " | — | — | — | $854K | 2.0% | |
| American Funds 2060 Target Date Fund R4 " | — | — | — | $784K | 1.8% | |
| American Funds 2025 Target Date Fund R4 " | — | — | — | $697K | 1.6% | |
| American Funds 2040 Target Date Fund R4 " | — | — | — | $422K | 1.0% | |
| Lord Abbett High Yield R4 " | — | — | — | $203K | 0.5% | |
| American Funds 2065 Target Date Fund R4 " | — | — | — | $190K | 0.4% | |
| Victory Sycamore Small Co Opportunity A " | — | — | — | $157K | 0.4% | |
| American Funds 2010 Target Date Fund R4 Mutual fund ** 514 * American Funds 2015 Target Date Fund R4 " | — | — | — | $87K | 0.2% | |
| Templeton Global Bond A " | — | — | — | $26K | <0.1% | |
| American Funds US Government Sec R4 " | — | — | — | $5K | <0.1% |
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