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Original filing (PDF)20251006141000NAL0003518929001
INTERTECH SECURITY, LLC
Form 5500
FILING_RECEIVED
INTERTECH SECURITY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
140
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERTECH SECURITY, LLC.
Plan sponsor
Name
INTERTECH SECURITY, LLC
EIN
25-1850580
Address
1501 PREBLE AVENUE · PITTSBURGH, PA · 152332448
Phone
(412) 246-1200
Industry
Admin Support & Waste Mgmtsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
WESSEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | — | PLAN CUSTODIAN/TRUSTEE | $5K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $37K | — |
Investments
25 direct securities · 7 pooled funds· $8.2M(100% of reported assets)
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.
Uncategorized
$5.3M
25 holdings
Common Collective Trust
$2.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.2% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $925K | 11.5% | |
| Vanguard Funds Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $907K | 11.3% | |
| BLACKROCK MSCI ACWI EZ-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $588K | 7.3% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $531K | 6.6% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $498K | 6.2% | |
| PGIM TOTAL RETURN BOND FUND CIT R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $468K | 5.8% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $407K | 5.1% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $401K | 5.0% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $322K | 4.0% | |
| PIMCO Funds PIMCO Income Institutional | — | — | — | $290K | 3.6% | |
| Vanguard Funds Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $233K | 2.9% | |
| Reliance Trust Company Reliance Trust Co. Met Life Series 25053 | — | — | — | $225K | 2.8% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $225K | 2.8% | |
| Baird Funds Inc Baird Aggregate Bond Fund Class Institutional | — | — | — | $213K | 2.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $210K | 2.6% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $148K | 1.8% | |
| Fidelity Total Market Index Fund | — | — | — | $147K | 1.8% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $113K | 1.4% | |
| AQR Funds AQR Large Cap Defensive Style Fund Class R6 | — | — | — | $54K | 0.7% | |
| Brown Capital Management Brown Capital Management Small Company Inst. | — | — | — | $54K | 0.7% | |
| PRIMECAP Funds PRIMECAP Odyssey Aggressive Growth Fund | — | — | — | $38K | 0.5% | |
| J.P. Morgan Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $25K | 0.3% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | — | — | — | $21K | 0.3% | |
| Victory Sycamore Established Value Fund; R6 | — | — | — | $20K | 0.2% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $17K | 0.2% | |
| WCM Investment Management WCM Focused International Growth Fund Institutional Class | — | — | — | $15K | 0.2% | |
| Oakmark International Institutional | — | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund I | — | — | — | $6K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities I | — | — | — | $5K | <0.1% | |
| Brown Capital Management Brown Capital Management Int'l Small Company Inst. | — | — | — | $2K | <0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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