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Original filing (PDF)20251015145207NAL0002485811001
INTERMOOR INC.
Form 5500
FILING_RECEIVED
INTERMOOR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
164
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMOOR INC..
Plan sponsor
Name
INTERMOOR INC.
EIN
20-1780510
Address
101 YOUNGSWOOD ROAD · MORGAN CITY, LA · 703802276
Phone
(985) 385-3083
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DARNALL SIKES & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | ST. LOUIS, MO | RETAINED BY EMPLOYER | $56K | — |
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $37K | — |
Investments
32 direct securities · 1 pooled fund· $23.8M(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
$23.7M
32 holdings
Common Collective Trust
$83K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN (a) Nuveen Lifecy Index 2045 R6 | — | — | — | $3.0M | 12.6% | |
| NUVEEN (a) Nuveen Lifecy Index 2035 R6 | — | — | — | $2.9M | 12.2% | |
| Alliance Bernstein (a) AB Large Cap Growth Z | — | — | — | $2.2M | 9.1% | |
| MFS (a) MFS Value Fund R6 | — | — | — | $1.7M | 7.2% | |
| NUVEEN (a) Nuveen Lifecy Index 2030 R6 | — | — | — | $1.2M | 5.1% | |
| NUVEEN (a) Nuveen Lifecy Index 2020 R6 | — | — | — | $1.1M | 4.7% | |
| NUVEEN (a) Nuveen Lifecy Idx Rt Inc R6 | — | — | — | $1.0M | 4.2% | |
| NUVEEN (a) Nuveen Lifecy Index 2025 R6 | — | — | — | $1000K | 4.2% | |
| Fidelity Investments (a) Fidelity 500 Index Fund | — | — | — | $967K | 4.1% | |
| NUVEEN (a) Nuveen Lifecy Index 2050 R6 | — | — | — | $823K | 3.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2040 R6 | — | — | — | $739K | 3.1% | |
| MFS (a) MFS Mid Cap Growth Fund R6 | — | — | — | $727K | 3.1% | |
| BlackRock (a) BlackRock High Yield Bond Prt | — | — | — | $718K | 3.0% | |
| Fidelity Investments (a) Fidelity Advisor Technology Fund I | — | — | — | $659K | 2.8% | |
| Vanguard (a) Vanguard LifeStrat Growth Investment | — | — | — | $558K | 2.3% | |
| John Hancock John Hancock Disc Val MC R6 | — | — | — | $538K | 2.3% | |
| iShares (a) iShares MSCI EAFE Intl Index K | — | — | — | $535K | 2.2% | |
| Participant Loans Interest rates at 4.25% to 9.50% -0- | — | — | — | $508K | 2.1% | |
| American (a) American EuroPacific Growth R5 | — | — | — | $493K | 2.1% | |
| Fidelity Investments (a) Fidelity Mid Cap Index Fund | — | — | — | $366K | 1.5% | |
| Vanguard (a) Vanguard LifeStrat Moderate Growth I | — | — | — | $358K | 1.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2055 R6 | — | — | — | $352K | 1.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2010 R6 434 NUVEEN (a) Nuveen Lifecy Index 2015 R6 | — | — | — | $291K | 1.2% | |
| Fidelity Investments (a) Fidelity Small Cap Index Fund | — | — | — | $210K | 0.9% | |
| Cohen & Steers (a) Cohen & Steers Real Estate Sec A | — | — | — | $199K | 0.8% | |
| NUVEEN (a) Nuveen Lifecy Index 2060 R6 | — | — | — | $159K | 0.7% | |
| John Hancock (a) * John Hancock Bond Fund R6 | — | — | — | $137K | 0.6% | |
| Fidelity Investments (a) Fidelity US Bond Index Fund | — | — | — | $113K | 0.5% | |
| Vanguard (a) Vanguard Explorer Fund Adm | — | — | — | $98K | 0.4% | |
| JOHN HANCOCK STABLE VALUE FUND R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $83K | 0.4% | |
| JP Morgan (a) JP Morgan US Govt MMkt Cap | — | — | — | $33K | 0.1% | |
| PIMCO Funds (a) PIMCO Income Institutional Fund | — | — | — | $21K | <0.1% | |
| Northern (a) Northern Small Cap Value Fund | — | — | — | $18K | <0.1% |
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