Britney Hightower signed The Intersect Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Intersect Group, LLC's EIN is 20-4063021.
Download the official 2024 Form 5500 (PDF) for The Intersect Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Intersect Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT | $22K | — |
