Back to filter
Original filing (PDF)20250930130130NAL0029387490001
INTERCEPT INTERACTIVE INC.
Form 5500
FILING_RECEIVED
INTERCEPT INTERACTIVE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
318
Plan assets (EOY)
$26.2M
Net assets (EOY)
$26.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCEPT INTERACTIVE INC..
Plan sponsor
Name
INTERCEPT INTERACTIVE INC.
EIN
13-4161931
Address
ONE WORLD TRADE CENTER · 71ST FLOOR, SUITE J · NEW YORK, NY · 10007
Phone
(212) 685-8000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SAMUEL GOLDSTEIN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC. | 11-3271022 | MELVILLE, NY | THIRDPARTY ADMINISTRATOR | $0 | — |
Investments
34 direct securities · 1 pooled fund· $51.5M(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.
Uncategorized
$26.0M
34 holdings
Pooled Separate Account
$25.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25.5M | 97.2% | |
| The Vanguard Group Vanguard 500 Index Fund - Admiral | — | — | — | $5.1M | 19.5% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $4.3M | 16.2% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $3.2M | 12.1% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $3.2M | 12.0% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $1.5M | 5.9% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $1.5M | 5.8% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 5.0% | |
| Pioneer Investments Pioneer Fundamental Growth | — | — | — | $958K | 3.6% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $491K | 1.9% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund - Admiral | — | — | — | $421K | 1.6% | |
| Voya Financial VOYA Fixed Account | — | — | — | $358K | 1.4% | |
| American Funds American Funds New Perspective | — | — | — | $328K | 1.2% | |
| The Vanguard Group Vanguard Small-Cap Index Fund - Admiral | — | — | — | $321K | 1.2% | |
| American Funds American Funds American Balanced Fund | — | — | — | $284K | 1.1% | |
| JP Morgan JPMorgan Equity Income Fund | — | — | — | $277K | 1.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio | — | — | — | $261K | 1.0% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $193K | 0.7% | |
| Eaton Vance Growth Trust Eaton Vance Atlanta Capital SMID-Cap Fund | — | — | — | $192K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $186K | 0.7% | |
| American Funds American Funds New World | — | — | — | $169K | 0.6% | |
| Massachusettes Financial Services MFS International Intrinsic Value Fund | — | — | — | $163K | 0.6% | |
| Participant Loans Interest Rates of 4.50% - 9.50% | — | — | — | $161K | 0.6% | |
| The Vanguard Group Vanguard Balanced Index Fund - Admiral | — | — | — | $149K | 0.6% | |
| PIMCO Funds PIMCO Income Fund | — | — | — | $147K | 0.6% | |
| ClearBridge Investments ClearBridge Small Cap Growth Fund | — | — | — | $143K | 0.5% | |
| The Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $131K | 0.5% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $117K | 0.4% | |
| PGIM Investments PGIM High Yield Fund | — | — | — | $111K | 0.4% | |
| Massachusettes Financial Services MFS Research Fund | — | — | — | $91K | 0.3% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Profile | — | — | — | $83K | 0.3% | |
| American Century Investments American Century Mid Cap Value Fund | — | — | — | $72K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio | — | — | — | $53K | 0.2% | |
| Voya Financial VOYA Intermediate Bond Fund | — | — | — | $38K | 0.1% | |
| Voya Financial VOYA Government Money Market Fund | — | — | — | $9K | <0.1% |
Related plans
Other plans using ASSOCIATED PENSION CONSULTANTS INC.
CASSENA CARE, LLC
CROSSWAY 401(K) PLAN
$97.4M · 2,868 participants
SOCOTEC, INC.
SOCOTEC, INC. PROFIT SHARING PLAN
$82.7M · 474 participants
GABRIELLI TRUCK SALES, LTD
GABRIELLI SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES
$74.4M · 695 participants
MICHELSEN PACKAGING COMPANY
MICHELSEN PACKAGING COMPANY 401K PLAN
$70.1M · 150 participants
CERTILMAN BALIN ADLER & HYMAN, LLP
CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN
$69.4M · 141 participants
SALANTER AKIBA RIVERDALE ACADEMY
S/A/R ACADEMY 401(K) PLAN
$58.8M · 392 participants
Similar-size Professional & Technical Services plans
LAUGHLIN / CONSTABLE, INC.
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
$26.3M · 90 participants
SOJERN, INC.
SOJERN, INC. 401(K) PLAN
$26.4M · 228 participants
SERVICE MANAGEMENT GROUP, LLC
SERVICE MANAGEMENT GROUP 401(K) PLAN
$26.4M · 135 participants
GUMGUM, INC.
GUMGUM, INC. 401(K) PLAN
$26.6M · 267 participants
POWERHOUSE RETAIL SERVICES, LLC
POWERHOUSE RETAIL SERVICES 401(K) PLAN
$25.7M · 730 participants
MAILING SERVICES OF PITTSBURGH, INC.
TRUESENSE MARKETING 401(K) PLAN
$26.9M · 438 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B