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Original filing (PDF)20250924180752NAL0007831025001
INTREPID POTASH, INC.
Form 5500
FILING_RECEIVED
INTREPID POTASH, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
469
Accounts w/ balance
654
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
25 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTREPID POTASH, INC..
Plan sponsor
Name
INTREPID POTASH, INC.
EIN
26-1501877
Address
707 17TH STREET · STE 4200 · DENVER, CO · 80202
Phone
(303) 996-3160
Industry
Mining, Quarrying, Oil & Gassee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | CONSULTANT | $35K | — |
| COOK STREET CONSULTING | 84-0854432 | — | CONSULTANT | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 25 pooled funds· $95.2M(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
$58.6M
29 holdings
Common Collective Trust
$36.6M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY MF – 500 INDEX FUND | — | — | — | $8.1M | 12.7% | |
| JP MORGAN MF - LARGE CAP GROWTH FUND | — | — | — | $5.5M | 8.6% | |
| MF - EXTENDED MARKET INDEX * FIDELITY FUND | — | — | — | $5.3M | 8.3% | |
| T. ROWE PRICE CCT – RETIREMENT 2045 TRUST | — | — | — | $4.5M | 7.0% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.5M | 7.0% | |
| T. ROWE PRICE CCT - RETIREMENT 2030 TRUST | — | — | — | $4.4M | 6.9% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.9% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.9% | |
| GALLIARD CCT - STABLE RETURN FUND C | — | — | — | $4.3M | 6.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.3M | 6.7% | |
| T. ROWE PRICE CCT – RETIREMENT 2050 TRUST | — | — | — | $4.1M | 6.4% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $4.1M | 6.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2055 TRUST | — | — | — | $3.3M | 5.2% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.2% | |
| T. ROWE PRICE CCT - RETIREMENT 2035 TRUST | — | — | — | $3.1M | 4.9% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $3.1M | 4.9% | |
| T. ROWE PRICE CCT - RETIREMENT 2025 TRUST | — | — | — | $3.1M | 4.8% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.8% | |
| PLAN PARTICIPANTS AND 9.50% ANNUALLY - | — | — | — | $2.4M | 3.7% | |
| SELF-DIRECTED BROKERAGE * BROKERAGE LINK ACCOUNT | — | — | — | $2.0M | 3.1% | |
| T. ROWE PRICE CCT - RETIREMENT 2020 TRUST | — | — | — | $1.6M | 2.4% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2060 TRUST | — | — | — | $1.3M | 2.1% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| DODGE & COX MF - STOCK FUND | — | — | — | $1.0M | 1.6% | |
| HOTCHKIS & WILEY MF - HIGH YIELD FUND | — | — | — | $948K | 1.5% | |
| ARTISAN INTL GROWTH SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $912K | 1.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2065 TRUST | — | — | — | $703K | 1.1% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $703K | 1.1% | |
| T. ROWE PRICE CCT - RETIREMENT 2015 TRUST | — | — | — | $664K | 1.0% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $664K | 1.0% | |
| FIDELITY MF – SMALL CAP VALUE FUND | — | — | — | $449K | 0.7% | |
| JP MORGAN MF – SMALL CAP GROWTH FUND | — | — | — | $405K | 0.6% | |
| FROST MF - TOTAL RETURN BOND FUND | — | — | — | $348K | 0.5% | |
| COHEN & STEERS MF - GLOBAL REALTY SHARES, INC. | — | — | — | $231K | 0.4% | |
| MF - US TREASURY MONEY MARKET GABELLI FUND | — | — | — | $186K | 0.3% | |
| T. ROWE PRICE CCT - RETIREMENT 2005 TRUST | — | — | — | $167K | 0.3% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $167K | 0.3% | |
| MF - INFLATION-PROTECTED VANGUARD SECURITIES FUND | — | — | — | $103K | 0.2% | |
| T. ROWE PRICE CCT - RETIREMENT 2010 TRUST | — | — | — | $103K | 0.2% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $103K | 0.2% | |
| FIDELITY MF - U.S. BOND INDEX FUND | — | — | — | $99K | 0.2% | |
| MF - TOTAL INTERNATIONAL INDEX * FIDELITY FUND | — | — | — | $87K | 0.1% | |
| MF - TOTAL INTERNATIONAL BOND VANGUARD INDEX FUND | — | — | — | $59K | <0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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