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Original filing (PDF)20251014184614NAL0001769091001
INTERCOS AMERICA, INC.
Form 5500
FILING_RECEIVED
INTERCOS 401(K) PLAN
401(k) retirement plan
Active participants
367
Accounts w/ balance
336
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
60 pooled trusts
Schedule D
62 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCOS AMERICA, INC..
Plan sponsor
Name
INTERCOS AMERICA, INC.
EIN
13-3646536
Address
200 ROUTE 303 NORTH · CONGERS, NY · 10920
Phone
(845) 267-3622
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FUNARO & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO OF NY | 13-3646501 | — | RECORDKEEPER | $4K | — |
Investments
18 direct securities · 60 pooled funds· $18.0M(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
$13.6M
60 holdings
Uncategorized
$4.4M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 45 John Hancock Multimanager Growth Lifestyle Portfolio JILGX 42,44 units | — | — | $1.5M | $1.5M | 10.8% | |
| JH LS GROW ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 10.8% | |
| JH LIFETIME BLEND 2045 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $1.1M | $1.1M | 7.9% | |
| JH LIFETIME BLEND 2040 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $929K | $969K | 6.8% | |
| 46 John Hancock Multimanager Moderate Lifestyle Portfolio JILMX 36,313 units | — | — | $968K | $897K | 6.3% | |
| JH LS MOD ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $897K | 6.3% | |
| JH LIFETIME BLEND 2055 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $648K | $684K | 4.8% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $590K | $654K | 4.6% | |
| JH LIFETIME BLEND 2050 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $617K | $648K | 4.6% | |
| JH LIFETIME BLEND 2030 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $512K | $526K | 3.7% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $439K | $517K | 3.6% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $532K | $515K | 3.6% | |
| JH LIFETIME BLEND 2060 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 001 | Pooled Separate Account | — | $469K | $491K | 3.5% | |
| balances | — | — | — | $472K | 3.3% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $431K | $423K | 3.0% | |
| JH LIFETIME BLEND 2035 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $372K | $385K | 2.7% | |
| 47 John Hancock Multimanager Conserv Lifestyle Portfolio JILCX 17,440 units | — | — | $394K | $359K | 2.5% | |
| JH LS CONSERV ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $359K | 2.5% | |
| 38 John Hancock Multimanager 2045 Lifetime Portfolio JLJLOX 10,633 units | — | — | $284K | $299K | 2.1% | |
| JH THRU 2045 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $299K | 2.1% | |
| MID VALUE FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $262K | $257K | 1.8% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $245K | $254K | 1.8% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $229K | $248K | 1.7% | |
| 36 John Hancock Multimanager 2055 Lifetime Portfolio JLKUX 8,273 units | — | — | $192K | $203K | 1.4% | |
| JH THRU 2055 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $203K | 1.4% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $186K | $197K | 1.4% | |
| UTILITIES FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $186K | $172K | 1.2% | |
| ROYCE OPPORTUNITY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $173K | $167K | 1.2% | |
| JH LIFETIME BLEND 2065 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $131K | $136K | 1.0% | |
| 44 John Hancock Multimanager Aggressive Lifestyle Portfolio JILAX 3,117 units | — | — | $116K | $122K | 0.9% | |
| JH LS AGG ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $122K | 0.9% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $134K | $120K | 0.8% | |
| SMALL CAP GROWTH JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $107K | $118K | 0.8% | |
| 27 John Hancock Total Stock Market Index Fund JETSX 1,974 units | — | — | $104K | $117K | 0.8% | |
| EQUITY INCOME FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $116K | $113K | 0.8% | |
| PARNASSUS EQUITY INCOME JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $102K | $113K | 0.8% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $113K | 0.8% | |
| 40 John Hancock Multimanager 2035 Lifetime Portfolio JLHOX 3,512 units | — | — | $89K | $92K | 0.6% | |
| JH THRU 2035 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $92K | 0.6% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $98K | $91K | 0.6% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $75K | $87K | 0.6% | |
| JH LIFETIME BLEND 2010 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $79K | $81K | 0.6% | |
| JH MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $64K | $74K | 0.5% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $68K | $73K | 0.5% | |
| Cash Account (Forfeitures) | — | — | $68K | $67K | 0.5% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $69K | $66K | 0.5% | |
| CORE BOND FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $71K | $65K | 0.5% | |
| 35 John Hancock Multimanager 2060 Lifetime Portfolio JRETX 2,731 units | — | — | $62K | $64K | 0.5% | |
| JH THRU 2060 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $64K | 0.5% | |
| JH LIFETIME BLEND 2020 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $58K | $60K | 0.4% | |
| PIMCO ALL ASSET JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $60K | $52K | 0.4% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $59K | $50K | 0.4% | |
| 39 John Hancock Multimanager 2040 Lifetime Portfolio JLIOX 1,750 units | — | — | $46K | $48K | 0.3% | |
| JH THRU 2040 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $48K | 0.3% | |
| JH LIFETIME BLEND 2025 JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $47K | $48K | 0.3% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $44K | $44K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $45K | $42K | 0.3% | |
| TOQUEVILLE GOLD FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $37K | $38K | 0.3% | |
| 41 John Hancock Multimanager 2030 Lifetime Portfolio JLFOX 1,573 units | — | — | $37K | $38K | 0.3% | |
| JH THRU 2030 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 0.3% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $26K | $25K | 0.2% | |
| 42 John Hancock Multimanager 2025 Lifetime Portfolio JLEOX 986 units | — | — | $22K | $22K | 0.2% | |
| JH THRU 2025 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $22K | $20K | 0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $17K | $16K | 0.1% | |
| SELECT AA CONSERVATIVE JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $15K | $14K | <0.1% | |
| 4 Invesco Developing Market ODVYX 301 units | — | — | $18K | $13K | <0.1% | |
| OPPENHEIMER DEVELOPING MKT JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PRU JENNISON MID GROWTH FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $12K | $13K | <0.1% | |
| JH BOND FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $11K | $12K | <0.1% | |
| SMALLCAP WORLD FUND JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $12K | $12K | <0.1% | |
| 21 ClearBridge Growth Fund SHRAX 21 units | — | — | $8K | $9K | <0.1% | |
| LEGG MASON CLEARBR AGG GROWTH JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| 37 John Hancock Multimanager 2050 Lifetime Portfolio JLKOX 238 units | — | — | $7K | $7K | <0.1% | |
| JH THRU 2050 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| SELECT AA BALANCE JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | $5K | $5K | <0.1% | |
| 43 John Hancock Multimanager 2020 Lifetime Portfolio JLDOX 50 units | — | — | $1K | $1K | <0.1% | |
| JH THRU 2020 ACTIVE STRATEGY JOHN HANCOCK LIFE INS CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
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