Back to filter
Original filing (PDF)20251006120650NAL0003611969001
INTRAFI NETWORK LLC
Form 5500
FILING_RECEIVED
INTRAFI NETWORK LLC 401(K) PLAN
401(k) retirement plan
Active participants
300
Accounts w/ balance
349
Plan assets (EOY)
$78.3M
Net assets (EOY)
$78.3M
How this plan invests
This plan
24 pooled trusts
Schedule D
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTRAFI NETWORK LLC.
Plan sponsor
Name
INTRAFI NETWORK LLC
EIN
04-3669574
Address
1300 N. 17TH STREET SUITE 1800 · ARLINGTON, VA · 22209
Phone
(703) 292-3400
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $80K | — |
Investments
14 direct securities · 24 pooled funds· $78.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$48.8M
24 holdings
Uncategorized
$29.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MM SANDP 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $12.8M | 16.3% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment companies | — | — | — | $7.1M | 9.1% | |
| General Account Fixed Annuities | — | — | — | $6.1M | 7.7% | |
| MASSMUTUAL SELECT TRP RTRMNT 2045 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.7M | 6.0% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Registered Investment companies | — | — | — | $4.6M | 5.9% | |
| MASSMUTUAL SELECT TRP RTRMNT 2040 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.6M | 5.8% | |
| MASSMUTUAL SELECT TRP RTRMNT 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.0M | 5.1% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment companies | — | — | — | $3.8M | 4.9% | |
| MASSMUTUAL SELECT TRP RTRMNT 2055 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.5M | 4.4% | |
| MASSMUTUAL SELECT TRP RTRMNT 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.9M | 3.8% | |
| MASSMUTUAL SELECT TRP RTRMNT 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.7M | 3.4% | |
| MASSMUTUAL SELECT TRP RTRMNT 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.5M | 3.1% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.3M | 3.0% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.4% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 2.2% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 Registered Investment companies | — | — | — | $1.7M | 2.1% | |
| JPMORGAN MID CAP VALUE R6 Registered Investment companies | — | — | — | $1.3M | 1.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment companies | — | — | — | $1.1M | 1.5% | |
| MASSMUTUAL DIVERSIFIED BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| FIDELITY EMERGING MARKETS K Registered Investment companies | — | — | — | $972K | 1.2% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Registered Investment companies | — | — | — | $912K | 1.2% | |
| MASSMUTUAL SELECT TRP RTRMNT 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $903K | 1.2% | |
| FRANKLIN UTILITIES A1 FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $708K | 0.9% | |
| DWS REEF REAL ESTATE SECURITIES R6 Registered Investment companies | — | — | — | $554K | 0.7% | |
| PIONEER STRATEGIC INCOME Y AMUNDI US · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $467K | 0.6% | |
| MACQUARIE SMALL CAP VALUE R6 Registered Investment companies | — | — | — | $428K | 0.5% | |
| Notes Receivable from Participants 4.25%-9.50%, maturing July, 31, 2036 | — | — | — | $415K | 0.5% | |
| FIDELITY OVERSEAS K Registered Investment companies | — | — | — | $361K | 0.5% | |
| MASSMUTUAL SELECT TRP RTRMNT 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $284K | 0.4% | |
| MASSMUTUAL SELECT TRP RTRMNT 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $277K | 0.4% | |
| MASSMUTUAL INFL-PROT AND INC I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $218K | 0.3% | |
| AB GLOBAL BOND ADVISOR ALLIANCEBERNSTEIN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $157K | 0.2% | |
| PIMCO COMMODITY REAL RET STRAT INSTL Registered Investment companies | — | — | — | $129K | 0.2% | |
| MASSMUTUAL SELECT TRP RTRMNT 2005 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $32K | <0.1% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Finance & Insurance plans
GLOBAL TRUST COMPANY
NISA INTERMEDIATE CREDIT CIF
$78.1M
DOUBLELINE GROUP LP
DOUBLELINE 401(K) & RETIREMENT SAVINGS PLAN
$79.0M · 256 participants
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC 401(K) PLAN
$79.3M · 570 participants
WILSHIRE ADVISORS LLC
WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN
$79.3M · 254 participants
THE ROSEWOOD CORPORATION
ROSEWOOD 401(K) PLAN
$79.4M · 254 participants
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN
$79.6M · 102 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B