Alana Aucoin signed Intermoor Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intermoor Inc.'s EIN is 20-1780510.
Download the official 2024 Form 5500 (PDF) for Intermoor Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermoor Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | ST. LOUIS, MO | RETAINED BY EMPLOYER | $56K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN (a) Nuveen Lifecy Index 2045 R6 | Mutual Funds | — | — | $3.0M | 12.6% | |
| NUVEEN (a) Nuveen Lifecy Index 2035 R6 | Mutual Funds | — | — | $2.9M | 12.2% | |
| Alliance Bernstein (a) AB Large Cap Growth Z | Other securities | — | — | $2.2M | 9.1% | |
| MFS (a) MFS Value Fund R6 | Mutual Funds | — | — | $1.7M | 7.2% | |
| NUVEEN (a) Nuveen Lifecy Index 2030 R6 | Mutual Funds | — | — | $1.2M | 5.1% | |
| NUVEEN (a) Nuveen Lifecy Index 2020 R6 | Mutual Funds | — | — | $1.1M | 4.7% | |
| NUVEEN (a) Nuveen Lifecy Idx Rt Inc R6 | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| NUVEEN (a) Nuveen Lifecy Index 2025 R6 | Mutual Funds | — | — | $1000K | 4.2% | |
| Fidelity Investments (a) Fidelity 500 Index Fund | Common Collective Trusts | — | — | $967K | 4.1% | |
| NUVEEN (a) Nuveen Lifecy Index 2050 R6 | Mutual Funds | — | — | $823K | 3.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2040 R6 | Mutual Funds | — | — | $739K | 3.1% | |
| MFS (a) MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $727K | 3.1% | |
| BlackRock (a) BlackRock High Yield Bond Prt | Other securities | — | — | $718K | 3.0% | |
| Fidelity Investments (a) Fidelity Advisor Technology Fund I | Mutual Funds | — | — | $659K | 2.8% | |
| Vanguard (a) Vanguard LifeStrat Growth Investment | Mutual Funds | — | — | $558K | 2.3% | |
| John Hancock John Hancock Disc Val MC R6 | Other securities | — | — | $538K | 2.3% | |
| iShares (a) iShares MSCI EAFE Intl Index K | Other securities | — | — | $535K | 2.2% | |
| Participant Loans Interest rates at 4.25% to 9.50% -0- | Bonds / Notes | — | — | $508K | 2.1% | |
| American (a) American EuroPacific Growth R5 | Other securities | — | — | $493K | 2.1% | |
| Fidelity Investments (a) Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $366K | 1.5% | |
| Vanguard (a) Vanguard LifeStrat Moderate Growth I | Mutual Funds | — | — | $358K | 1.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2055 R6 | Mutual Funds | — | — | $352K | 1.5% | |
| NUVEEN (a) Nuveen Lifecy Index 2010 R6 434 NUVEEN (a) Nuveen Lifecy Index 2015 R6 | Mutual Funds | — | — | $291K | 1.2% | |
| Fidelity Investments (a) Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $210K | 0.9% | |
| Cohen & Steers (a) Cohen & Steers Real Estate Sec A | Other securities | — | — | $199K | 0.8% | |
| NUVEEN (a) Nuveen Lifecy Index 2060 R6 | Mutual Funds | — | — | $159K | 0.7% | |
| John Hancock (a) * John Hancock Bond Fund R6 | Other securities | — | — | $137K | 0.6% | |
| Fidelity Investments (a) Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $113K | 0.5% | |
| Vanguard (a) Vanguard Explorer Fund Adm | Mutual Funds | — | — | $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 | Other securities | — | — | $33K | 0.1% | |
| PIMCO Funds (a) PIMCO Income Institutional Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Northern (a) Northern Small Cap Value Fund | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
