Kritika Sharma signed Integreon Managed Solutions, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integreon Managed Solutions, Inc.'s EIN is 06-1546061.
Download the official 2022 Form 5500 (PDF) for Integreon Managed Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Integreon Managed Solutions, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Total Market Index Fund | Mutual Funds | — | — | $1.1M | 10.5% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $954K | 9.1% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $818K | 7.8% | |
| Fidelity OTC Portfolio Fund | Mutual Funds | — | — | $761K | 7.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $682K | 6.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $658K | 6.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $589K | 5.6% | |
| MFS Value Fund | Mutual Funds | — | — | $584K | 5.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $537K | 5.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $480K | 4.6% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $461K | 4.4% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $378K | 3.6% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $322K | 3.1% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $310K | 2.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $244K | 2.3% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $237K | 2.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $236K | 2.2% | |
| Money Market Fund * Fidelity Money Market Trust Government Fund | Mutual Funds | — | — | $220K | 2.1% | |
| Participant loans * Notes receivable from participants Interest rates ranging from 4.25% to 8.00%; maturities | Bonds / Notes | — | — | $126K | 1.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $116K | 1.1% | |
| CBA ClearBridge Small Cap Growth Fund | Other securities | — | — | $113K | 1.1% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $104K | 1.0% | |
| C&S Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $86K | 0.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $85K | 0.8% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $70K | 0.7% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $51K | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $47K | 0.4% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $34K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom 2005 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
