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Original filing (PDF)20251001124425NAL0012623505001
INTEGER HOLDINGS CORPORATION
Form 5500
FILING_RECEIVED
INTEGER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,488
Accounts w/ balance
6,297
Plan assets (EOY)
$551.4M
Net assets (EOY)
$551.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGER HOLDINGS CORPORATION.
Plan sponsor
Name
INTEGER HOLDINGS CORPORATION
EIN
16-1531026
Address
5830 GRANITE PARKWAY · SUITE 1150 · PLANO, TX · 75024
Phone
(214) 618-5243
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $329K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $36K | — |
Investments
20 direct securities · 7 pooled funds· $567.7M(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
$472.0M
20 holdings
Common Collective Trust
$95.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Trust II Mutual Fund | — | — | — | $79.1M | 14.3% | |
| Vanguard Target Retirement 2035 Trust II Mutual Fund | — | — | — | $69.9M | 12.7% | |
| Vanguard Target Retirement 2025 Trust II Mutual Fund | — | — | — | $58.8M | 10.7% | |
| Vanguard Target Retirement 2040 Trust II Mutual Fund | — | — | — | $52.9M | 9.6% | |
| Vanguard Target Retirement 2045 Trust II Mutual Fund | — | — | — | $45.6M | 8.3% | |
| NT COLLECTIVE S&P 500 INDEX FUND DC NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $36.0M | 6.5% | |
| Vanguard Target Retirement 2020 Trust II Mutual Fund | — | — | — | $29.1M | 5.3% | |
| Vanguard Target Retirement 2050 Trust II Mutual Fund | — | — | — | $26.1M | 4.7% | |
| Vanguard Target Retirement 2055 Trust II Mutual Fund | — | — | — | $17.3M | 3.1% | |
| Northern Trust Collective Extended Equity Market Index Fund-DC- Common Collective Trust Non-Lending; Tier | — | — | — | $16.3M | 3.0% | |
| NT COLL EXTND EQ MKT IDX DC NON LEN NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $16.3M | 3.0% | |
| VANGUARD RETIREMENT SVGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $16.2M | 2.9% | |
| JPMorgan Large Cap Growth Fund; Class R6 Mutual Fund | — | — | — | $15.6M | 2.8% | |
| Self-directed brokerage account Self-directed brokerage account | — | — | — | $14.9M | 2.7% | |
| Vanguard Target Retirement 2060 Trust II Mutual Fund | — | — | — | $10.4M | 1.9% | |
| NT COLLECTIVE AGGREGATE BOND IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $10.1M | 1.8% | |
| Vanguard Target Retirement Income Trust II Mutual Fund | — | — | — | $10.0M | 1.8% | |
| NT ALL COUNTRY WORLD EX-US INVESTAB NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $9.4M | 1.7% | |
| Loan Fund Notes receivable from participants*** | — | — | — | $8.5M | 1.5% | |
| MFS Value Fund; Class R3 Mutual Fund | — | — | — | $4.9M | 0.9% | |
| FIAM CORE PLUS COMMINGLED POOL; CLA FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $4.8M | 0.9% | |
| JPMorgan Small Cap Equity Fund; Class R5 Shares Mutual Fund | — | — | — | $4.2M | 0.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund; I Shares Mutual Fund | — | — | — | $4.0M | 0.7% | |
| Vanguard Target Retirement 2065 Trust II Mutual Fund | — | — | — | $3.8M | 0.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.5% | |
| Vanguard Target Retirement 2070 Trust II Mutual Fund | — | — | — | $397K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $307K | <0.1% |
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