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Original filing (PDF)20251006132428NAL0009366866001
INTERPACE BIOSCIENCES
Form 5500
FILING_RECEIVED
INTERPACE BIOSCIENCES 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
397
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERPACE BIOSCIENCES.
Plan sponsor
Name
INTERPACE BIOSCIENCES
EIN
22-2919486
Address
2001 ROUTE 46 WATERVIEW PLAZA SUITE · PARSIPPANY, NJ · 07054
Phone
(412) 224-6100
Industry
Wholesale Tradesee 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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
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 | RECORD KEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
22 direct securities · 3 pooled funds· $40.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$35.0M
22 holdings
Common Collective Trust
$5.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual S&P 500 Index Fund | — | — | — | $8.4M | 20.8% | |
| Mainstay Funds Winslow Large Cap Growth Fund | — | — | — | $7.9M | 19.6% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $2.8M | 7.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.8M | 7.0% | |
| MassMutual Capital Preservation Account | — | — | — | $2.6M | 6.5% | |
| STATE STREET SANDP MID CAP INDEX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $2.4M | 5.9% | |
| STATE STREET RUSSELL SM CAP INDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.5M | 3.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.4M | 3.6% | |
| American Beacon Large Cap Value Investor Fund | — | — | — | $1.4M | 3.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1.3M | 3.2% | |
| STATE STREET INTERNATIONAL INDEX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $856K | 2.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $707K | 1.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $673K | 1.7% | |
| Hartford International Opportunities Fund | — | — | — | $658K | 1.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $499K | 1.2% | |
| Baron Growth Institutional Fund | — | — | — | $483K | 1.2% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $375K | 0.9% | |
| Dodge & Cox Income X Sm Cap Indx SL III | — | — | — | $365K | 0.9% | |
| MassMutual US Government Money Market Fund | — | — | — | $132K | 0.3% | |
| Participant Loans Notes receivable from participants, - | — | — | — | $77K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $36K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $1K | <0.1% |