Tracy Kerber signed Integreon Global Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integreon Global Inc.'s EIN is 22-3432084.
Download the official 2024 Form 5500 (PDF) for Integreon Global Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integreon Global Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $3.7M | 16.1% | |
| Fidelity Advisor Freedom 2035 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $2.2M | 9.6% | |
| Fidelity Advisor Freedom 2030 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.9M | 8.1% | |
| Fidelity Advisor Freedom 2045 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.5M | 6.6% | |
| Fidelity Advisor Freedom 2050 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.5M | 6.5% | |
| Fidelity Advisor Freedom 2055 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.3M | 5.8% | |
| Fidelity Advisor Technology Fund - Class Z Mutual fund N/A | Mutual Funds | — | — | $1.2M | 5.3% | |
| Fidelity Advisor Freedom 2060 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.1M | 4.7% | |
| Fidelity Advisor Freedom 2025 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1.0M | 4.6% | |
| Fidelity Advisor Freedom 2040 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $915K | 4.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $763K | 3.3% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund N/A | Other securities | — | — | $723K | 3.2% | |
| Fidelity Advisor Freedom 2020 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $635K | 2.8% | |
| Allspring Special Mid Cap Value Fund - Class R6 Mutual fund N/A | Other securities | — | — | $500K | 2.2% | |
| Notes receivable from participants Maturing 2025 - 2029 at an interest rate of 3.25% - | Bonds / Notes | — | — | $482K | 2.1% | |
| Fidelity Small Cap Index Fund Premium Class Mutual fund N/A | Common Collective Trusts | — | — | $410K | 1.8% | |
| MFS Value Fund Class R6 Mutual fund N/A | Mutual Funds | — | — | $389K | 1.7% | |
| Fidelity Advisor Small Cap Growth Fund - Class Z Mutual fund N/A | Mutual Funds | — | — | $348K | 1.5% | |
| Fidelity Advisor Small Cap Value Fund - Class Z Mutual fund N/A | Mutual Funds | — | — | $341K | 1.5% | |
| American Funds New World Fund® Class R-6 Mutual fund N/A | Mutual Funds | — | — | $341K | 1.5% | |
| Dodge & Cox Income Fund Class I Mutual fund N/A | Mutual Funds | — | — | $311K | 1.4% | |
| MFS International Growth Fund R6 Mutual fund N/A | Mutual Funds | — | — | $279K | 1.2% | |
| Fidelity Mid Cap Index Fund Premium Class Mutual fund N/A | Common Collective Trusts | — | — | $273K | 1.2% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual fund N/A | Other securities | — | — | $240K | 1.0% | |
| Fidelity Advisor Strategic Income Fund - Class Z Mutual fund N/A | Mutual Funds | — | — | $217K | 0.9% | |
| Fidelity Advisor Freedom 2065 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $203K | 0.9% | |
| Fidelity Freedom Income Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $86K | 0.4% | |
| Fidelity Advisor Freedom 2015 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund - Class K6 Mutual fund N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
