How big is Intermix Holdco, LLC's plan?

Intermix Holdco, LLC's plan reported $9.3M in assets and 284 participants for 2022.

Original filing (PDF)20231016161835NAL0051736768001

Intermix Holdco, LLC

Name: Intermix Holdco, LLC — Intermix 401(k) Plan, Form 5500 (2022)
Creator: Intermix Holdco, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intermix 401(k) Plan

401(k) retirement plan · Intermix Holdco, LLC's Intermix 401(k) Plan held $9.3M in plan assets for 284 participants in 2022, with T. Rowe Price as recordkeeper.

Signals · 2

Non-clean audit opinion11 service providers

Active participants

284

Accounts w/ balance

325

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Christopher Morse signed Intermix Holdco, LLC's 2022 Form 5500 as plan administrator.

Christopher Morse — 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

Intermix Holdco, LLC's EIN is 26-0477402.

EIN 26-0477402

Plan number 001

Plan year 2022

ACK ID 20231016161835NAL0051736768001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Intermix Holdco, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Intermix Holdco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

27 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

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

INTERMIX HOLDCO, LLC

EIN

all filings

Address

1440 BROADWAY FL 5 · NEW YORK, NY · 100182385

Phone

(212) 741-5075

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

11 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS, INC	52-1309931	—	NONE	$29K	—
VANGUARD GROUP	23-1945930	—	NONE	$0	—

Investment manager

Name

Investments

27 direct securities· $9.3M(100% of reported assets)

Other securities

$8.0M

17 holdings

Common Collective Trusts

$562K

2 holdings

Mutual Funds

$535K

6 holdings

Bonds / Notes

$123K

1 holding

Stable Value

$115K

1 holding

					% of plan
T. ROWE PRICE RETIREMENT I 2045 MUTUAL FUND	Other securities	—	—	$1.7M	17.8%
T. ROWE PRICE RETIREMENT I 2035 MUTUAL FUND	Other securities	—	—	$1.4M	14.5%
T. ROWE PRICE RETIREMENT I 2050 MUTUAL FUND	Other securities	—	—	$1.3M	14.3%
T. ROWE PRICE RETIREMENT I 2040 MUTUAL FUND	Other securities	—	—	$990K	10.6%
T. ROWE PRICE RETIREMENT I 2055 MUTUAL FUND	Other securities	—	—	$842K	9.0%
FIDELITY 500 INDEX MUTUAL FUND	Common Collective Trusts	—	—	$506K	5.4%
BLACKROCK MID-CAP GROWTH EQUITY K MUTUAL FUND	Other securities	—	—	$446K	4.8%
T. ROWE PRICE RETIREMENT I 2060 MUTUAL FUND	Other securities	—	—	$430K	4.6%
HARBOR CAPITAL APPRECIATION FUND MUTUAL FUND	Other securities	—	—	$267K	2.9%
T. ROWE PRICE RETIREMENT I 2030 MUTUAL FUND	Other securities	—	—	$247K	2.7%
FIDELITY SMALL CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$218K	2.3%
PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 8.50%	Bonds / Notes	—	—	$123K	1.3%
FIDELITY MID CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$122K	1.3%
T. ROWE PRICE STABLE VALUE N MUTUAL FUND	Stable Value	—	—	$115K	1.2%
MFS INTL DIVERSIFICATION R6 MUTUAL FUND	Mutual Funds	—	—	$114K	1.2%
T. ROWE PRICE RETIREMENT I 2065 MUTUAL FUND	Other securities	—	—	$113K	1.2%
ISHARES MSCI EAFE INTERNATIONAL INDEX K MUTUAL FUND	Other securities	—	—	$105K	1.1%
FIDELITY US BOND INDEX MUTUAL FUND	Mutual Funds	—	—	$67K	0.7%
VANGUARD FTSE SOCIAL INDEX FUND ADMIRAL MUTUAL FUND	Common Collective Trusts	—	—	$56K	0.6%
T. ROWE PRICE RETIREMENT I 2020 MUTUAL FUND	Other securities	—	—	$55K	0.6%
WESTERN ASSET CORE BOND IS MUTUAL FUND	Other securities	—	—	$54K	0.6%
T. ROWE PRICE RETIREMENT I 2025 MUTUAL FUND	Other securities	—	—	$48K	0.5%
COLUMBIA DIVIDEND INCOME INSTL3 MUTUAL FUND	Other securities	—	—	$19K	0.2%
ALLSPRING SPEC MD CP VAL R6 MUTUAL FUND	Other securities	—	—	$9K	0.1%
COHEN & STEERS INSTL REALTY SHARES MUTUAL FUND	Other securities	—	—	$9K	<0.1%
AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND	Mutual Funds	—	—	$9K	<0.1%
PIMCO INCOME INSTL MUTUAL FUND	Mutual Funds	—	—	$5K	<0.1%

1–27 of 27

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$7.2M Fidelity$913K BlackRock / iShares$550K Vanguard$56K Wells Fargo / Allspring$9K American Funds (Capital Group)$9K PIMCO$5K

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PIMCO FUNDS	33-0629048	—	NONE	$0	—
BLACKROCK FUNDS	04-6171663	—	NONE	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
HARBOR CAPITAL	04-2679462	—	NONE	$0	—
COLUMBIA FUNDS	93-0577450	—	NONE	$0	—
WELLS FARGO FUNDS TRUST	41-0449260	—	NONE	$0	—
LEGG MASON	52-1200960	—	NONE	$0	—
FIDELITY	04-2647786	—	NONE	$0	—
COHEN & STEERS FUNDS	14-1904657	—	NONE	$0	—
MFS FUNDS	04-2747644	—	NONE	$0	—