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Original filing (PDF)20251014073220NAL0001077523001
INTEST CORPORATION
Form 5500
FILING_RECEIVED
INTEST CORPORATION INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
286
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEST CORPORATION.
Plan sponsor
Name
INTEST CORPORATION
EIN
22-2370659
Address
804 EAST GATE DR. SUITE 200 · MT. LAUREL, NJ · 08054
Phone
(856) 505-8800
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MORISON COGEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $107K | — |
Investments
32 direct securities· $42.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral Class Mutual fund | — | — | $6.5M | $9.0M | 21.0% | |
| AB Large Cap Growth Z Mutual fund | — | — | $2.9M | $3.8M | 9.0% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | $3.0M | $3.2M | 7.5% | |
| American Funds Capital World Growth and Income Fund - Class R6 Mutual fund | — | — | $2.5M | $3.0M | 7.1% | |
| Insurance company Fixed Interest Fund(1) * contract | — | — | $2.4M | $2.4M | 5.6% | |
| Allspring Core Bond Fund - Class R6 Mutual fund | — | — | $2.0M | $2.0M | 4.6% | |
| Nuveen Lifecycle Index 2025 R6 Mutual fund | — | — | $1.7M | $1.9M | 4.4% | |
| Nuveen Lifecycle Index 2035 R6 Mutual fund | — | — | $1.5M | $1.8M | 4.2% | |
| Nuveen Lifecycle Index 2030 R6 Mutual fund | — | — | $1.6M | $1.8M | 4.2% | |
| Invesco Discovery Mid Cap Growth R6 Mutual fund | — | — | $1.4M | $1.7M | 4.1% | |
| Fidelity Small Cap Index Mutual fund | — | — | $1.2M | $1.4M | 3.3% | |
| Franklin Small Cap Value Fund - Class R6 Mutual fund | — | — | $1.1M | $1.2M | 2.9% | |
| Nuveen Lifecycle Index 2045 R6 Mutual fund | — | — | $1.0M | $1.2M | 2.9% | |
| Fidelity Mid Cap Index Mutual fund | — | — | $1.0M | $1.2M | 2.8% | |
| Insurance company E I Fixed Account - Series Class VI(1) * contract | — | — | $1.2M | $1.2M | 2.8% | |
| PIMCO Income Instl Mutual fund | — | — | $1.1M | $1.1M | 2.6% | |
| Nuveen Lifecycle Index 2050 R6 Mutual fund | — | — | $615K | $695K | 1.6% | |
| Fidelity International Index Mutual fund | — | — | $582K | $575K | 1.3% | |
| Nuveen Lifecycle Index 2020 R6 Mutual fund | — | — | $488K | $502K | 1.2% | |
| DFA International Small Company Portfolio - Class I Mutual fund | — | — | $414K | $464K | 1.1% | |
| Nuveen Lifecycle Index 2040 R6 Mutual fund | — | — | $379K | $434K | 1.0% | |
| Nuveen Lifecycle Index 2060 R6 Mutual fund | — | — | $359K | $410K | 1.0% | |
| DFA Real Estate Securities I Mutual fund | — | — | $323K | $340K | 0.8% | |
| Corporate common * InTest Corporation Stock | — | — | $162K | $311K | 0.7% | |
| Participant Loans 4.25% to 9.50% - | — | — | — | $273K | 0.6% | |
| Nuveen Lifecycle Index 2055 R6 Mutual fund | — | — | $171K | $197K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 Mutual fund | — | — | $170K | $188K | 0.4% | |
| American Funds American Balanced R6 Mutual fund | — | — | $93K | $92K | 0.2% | |
| Nuveen Lifecycle Index Retirement Income R6 Mutual fund | — | — | $66K | $72K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 Mutual fund | — | — | $62K | $64K | 0.2% | |
| American Century Mid Cap Value R6 Mutual fund | — | — | $56K | $53K | 0.1% | |
| Nuveen Lifecycle Index 2015 R6 Mutual fund | — | — | $31K | $32K | <0.1% |