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Original filing (PDF)20251010060125NAL0004378643001
THE INTERSECT GROUP, LLC
Form 5500
FILING_RECEIVED
THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
770
Accounts w/ balance
604
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 112% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INTERSECT GROUP, LLC.
Plan sponsor
Name
THE INTERSECT GROUP, LLC
EIN
20-4063021
Address
1 GLENLAKE PKWY · SUITE 800 · ATLANTA, GA · 30328
Phone
(678) 381-2291
Industry
Admin Support & Waste Mgmtsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT | $22K | — |
Investments
26 direct securities · 1 pooled fund· $12.1M(99% 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.
Registered Investment Companies
$11.2M
26 holdings
Common Collective Trust
$918K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.9M | 23.6% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $918K | 7.5% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $847K | 6.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $653K | 5.4% | |
| MFS INTERNATIONAL GROWTH - A | Registered Investment Companies | — | — | $545K | 4.5% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $527K | 4.3% | |
| MFS GROWTH FD - A | Registered Investment Companies | — | — | $482K | 3.9% | |
| BLACKROCK MID CAP GR EQ PORT-A | Registered Investment Companies | — | — | $451K | 3.7% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $433K | 3.5% | |
| AMERICAN CENT MID CAP VAL - A | Registered Investment Companies | — | — | $429K | 3.5% | |
| JANUS HENDERSON GLBL EQ INC A | Registered Investment Companies | — | — | $425K | 3.5% | |
| BLACKROCK EMERGING MARKETS A | Registered Investment Companies | — | — | $411K | 3.4% | |
| ALLSPRING CORE PLUS BOND A | Registered Investment Companies | — | — | $388K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $372K | 3.1% | |
| AB RELATIVE VALUE FUND A | Registered Investment Companies | — | — | $336K | 2.8% | |
| FIDELITY ADVISOR BALANCED A | Registered Investment Companies | — | — | $320K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $263K | 2.2% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $223K | 1.8% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $211K | 1.7% | |
| MFS MID CAP VALUE FUND A | Registered Investment Companies | — | — | $182K | 1.5% | |
| AB SMALL CAP GROWTH A | Registered Investment Companies | — | — | $167K | 1.4% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $158K | 1.3% | |
| INVESCO DISC MD CAP GRTH A | Registered Investment Companies | — | — | $134K | 1.1% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $121K | 1.0% | |
| COLUMBIA SMALL CAP GROWTH A | Registered Investment Companies | — | — | $92K | 0.8% | |
| BNY MELLON WORLDWIDE GROWTH A | Registered Investment Companies | — | — | $86K | 0.7% | |
| LORD ABBETT BOND DEBENTURE R4 | Registered Investment Companies | — | — | $55K | 0.5% |
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