How big is Intest Corporation's plan?

Intest Corporation's plan reported $42.7M in assets and 210 participants for 2024.

Original filing (PDF)20251014073220NAL0001077523001

Intest Corporation

Name: Intest Corporation — Intest Corporation Incentive, Form 5500 (2024)
Creator: Intest Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intest Corporation Incentive Savings Plan

401(k) retirement plan · Intest Corporation's Intest Corporation Incentive Savings Plan held $42.7M in plan assets for 210 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

210

Accounts w/ balance

286

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

People on this filing

Duncan Gilmour signed Intest Corporation's 2024 Form 5500 as plan administrator.

Duncan Gilmour — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intest Corporation's EIN is 22-2370659.

EIN 22-2370659

Plan number 001

Plan year 2024

ACK ID 20251014073220NAL0001077523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intest Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intest Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEST CORPORATION.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

INTEST CORPORATION

EIN

all filings

Address

804 EAST GATE DR. SUITE 200 · MT. LAUREL, NJ · 08054

Phone

(856) 505-8800

Industry

Manufacturing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$40K	—

Advisor / Consultant

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)

Mutual Funds

$23.7M

24 holdings

Common Collective Trusts

$9.0M

1 holding

Other securities

$5.8M

3 holdings

Common Stocks

$3.9M

3 holdings

Bonds / Notes

$273K

1 holding

					% of plan
Vanguard 500 Index Fund - Admiral Class Mutual fund	Common Collective Trusts	—	$6.5M	$9.0M	21.0%
AB Large Cap Growth Z Mutual fund	Other securities	—	$2.9M	$3.8M	9.0%
Vanguard Equity-Income Adm Mutual fund	Mutual Funds	—	$3.0M	$3.2M	7.5%
American Funds Capital World Growth and Income Fund - Class R6 Mutual fund	Mutual Funds	—	$2.5M	$3.0M	7.1%
Insurance company Fixed Interest Fund(1) * contract	Common Stocks	—	$2.4M	$2.4M	5.6%
Allspring Core Bond Fund - Class R6 Mutual fund	Other securities	—	$2.0M	$2.0M	4.6%
Nuveen Lifecycle Index 2025 R6 Mutual fund	Mutual Funds	—	$1.7M	$1.9M	4.4%
Nuveen Lifecycle Index 2035 R6 Mutual fund	Mutual Funds	—	$1.5M	$1.8M	4.2%
Nuveen Lifecycle Index 2030 R6 Mutual fund	Mutual Funds	—	$1.6M	$1.8M	4.2%
Invesco Discovery Mid Cap Growth R6 Mutual fund	Mutual Funds	—	$1.4M	$1.7M	4.1%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	$1.2M	$1.4M	3.3%
Franklin Small Cap Value Fund - Class R6 Mutual fund	Mutual Funds	—	$1.1M	$1.2M	2.9%
Nuveen Lifecycle Index 2045 R6 Mutual fund	Mutual Funds	—	$1.0M	$1.2M	2.9%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	$1.0M	$1.2M	2.8%
Insurance company E I Fixed Account - Series Class VI(1) * contract	Common Stocks	—	$1.2M	$1.2M	2.8%
PIMCO Income Instl Mutual fund	Mutual Funds	—	$1.1M	$1.1M	2.6%
Nuveen Lifecycle Index 2050 R6 Mutual fund	Mutual Funds	—	$615K	$695K	1.6%
Fidelity International Index Mutual fund	Mutual Funds	—	$582K	$575K	1.3%
Nuveen Lifecycle Index 2020 R6 Mutual fund	Mutual Funds	—	$488K	$502K	1.2%
DFA International Small Company Portfolio - Class I Mutual fund	Mutual Funds	—	$414K	$464K	1.1%
Nuveen Lifecycle Index 2040 R6 Mutual fund	Mutual Funds	—	$379K	$434K	1.0%
Nuveen Lifecycle Index 2060 R6 Mutual fund	Mutual Funds	—	$359K	$410K	1.0%
DFA Real Estate Securities I Mutual fund	Mutual Funds	—	$323K	$340K	0.8%
Corporate common * InTest Corporation Stock	Common Stocks	—	$162K	$311K	0.7%
Participant Loans 4.25% to 9.50% -	Bonds / Notes	—	—	$273K	0.6%
Nuveen Lifecycle Index 2055 R6 Mutual fund	Mutual Funds	—	$171K	$197K	0.5%
Nuveen Lifecycle Index 2065 R6 Mutual fund	Mutual Funds	—	$170K	$188K	0.4%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	$93K	$92K	0.2%
Nuveen Lifecycle Index Retirement Income R6 Mutual fund	Mutual Funds	—	$66K	$72K	0.2%
Nuveen Lifecycle Index 2010 R6 Mutual fund	Mutual Funds	—	$62K	$64K	0.2%
American Century Mid Cap Value R6 Mutual fund	Other securities	—	$56K	$53K	0.1%
Nuveen Lifecycle Index 2015 R6 Mutual fund	Mutual Funds	—	$31K	$32K	<0.1%