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Original filing (PDF)20251007112019NAL0002617075001
INTEGRATION INNOVATION, INC. D/B/A I3
Form 5500
FILING_RECEIVED
INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
787
Accounts w/ balance
1,114
Plan assets (EOY)
$98.3M
Net assets (EOY)
$98.3M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATION INNOVATION, INC. D/B/A I3.
Plan sponsor
Name
INTEGRATION INNOVATION, INC. D/B/A I3
EIN
26-1553193
Address
8000 RIDEOUT RD · STE 400 · HUNTSVILLE, AL · 35808
Phone
(256) 513-5179
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
HILL FOGG, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE 401K LLC | 85-0984196 | — | ADVISOR | $87K | — |
Investments
29 direct securities· $94.9M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $12.9M | 13.1% | |
| Fidelity Investments Freedom Index 2050 Fund - Institutional Premium Class | — | — | — | $12.1M | 12.3% | |
| Fidelity Investments Freedom Index 2040 Fund - Institutional Premium Class | — | — | — | $11.4M | 11.6% | |
| Fidelity Investments Freedom Index 2030 Fund - Institutional Premium Class | — | — | — | $9.7M | 9.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $7.7M | 7.8% | |
| Fidelity Investments Freedom Index 2045 Fund - Institutional Premium Class | — | — | — | $5.7M | 5.8% | |
| Fidelity Investments Freedom Index 2060 Fund - Institutional Premium Class | — | — | — | $4.5M | 4.6% | |
| Fidelity Investments Freedom Index 2055 Fund - Institutional Premium Class | — | — | — | $4.2M | 4.3% | |
| Fidelity Investments Freedom Index 2035 Fund - Institutional Premium Class | — | — | — | $4.0M | 4.1% | |
| Fidelity Investments Government Money Market Fund Class K6 | — | — | — | $3.0M | 3.1% | |
| Fidelity Investments Freedom Index 2025 Fund - Institutional Premium Class | — | — | — | $2.3M | 2.3% | |
| Fidelity Investments Freedom Index 2020 Fund - Institutional Premium Class | — | — | — | $2.1M | 2.1% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $2.0M | 2.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $1.6M | 1.6% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $1.4M | 1.4% | |
| MFS Value Fund Class R6 | — | — | — | $1.2M | 1.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $1.2M | 1.2% | |
| Metropolitan West Funds Total Return Bond Fund Plan Class | — | — | — | $1.0M | 1.1% | |
| Fidelity Investments International Index Fund | — | — | — | $1.0M | 1.1% | |
| American Funds EuroPacific Growth Fund Class R6 | — | — | — | $1.0M | 1.0% | |
| Dimensional Fund Advisors U.S. Small Cap Growth Portfolio Institutional Class | — | — | — | $962K | 1.0% | |
| Participant loans Interest rates at 4.25% to 9.50%, maturities 1 to 5 years -0- | — | — | — | $936K | 1.0% | |
| Fidelity Investments Freedom Index 2065 Fund - Institutional Premium Class | — | — | — | $917K | 0.9% | |
| American Century Small Cap Value Fund R6 Class | — | — | — | $731K | 0.7% | |
| Fidelity Investments Freedom Index 2070 Fund - Institutional Premium Class ** 168 * Fidelity Investments U.S. Bond Index Fund | — | — | — | $486K | 0.5% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares | — | — | — | $240K | 0.2% | |
| Fidelity Investments Freedom Index 2015 Fund - Institutional Premium Class | — | — | — | $194K | 0.2% | |
| Fidelity Investments Freedom Index Income Fund - Institutional Premium Class | — | — | — | $184K | 0.2% | |
| Fidelity Investments Freedom Index 2010 Fund - Institutional Premium Class | — | — | — | $136K | 0.1% |
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