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Original filing (PDF)20251015140023NAL0005061473004
INTERAPT, LLC
Form 5500
FILING_RECEIVED
INTERAPT RETIREMENT PLAN
401(k) retirement plan
Signals · 2
28% in single holding~308 bps in Sched C fees
Active participants
129
Accounts w/ balance
202
Plan assets (EOY)
$705K
Net assets (EOY)
$705K
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2045 Target Date Fund R6" is 28% of plan.
- 308 bps in Schedule C fees — 95% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERAPT, LLC.
Plan sponsor
Name
INTERAPT, LLC
EIN
26-3323656
Address
552 E MARKET ST · STE 302 · LOUISVILLE, KY · 40202
Phone
(502) 251-1511
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | — | LOUISVILLE, KY | INVESTMENT ADVISOR | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | — | LOUISVILLE, KY | CONTRACT ADMIN | $3K | — |
Investments
12 direct securities · 1 pooled fund· $704K(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
$702K
12 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund R6 | — | — | — | $196K | 27.8% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $125K | 17.7% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $114K | 16.2% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $87K | 12.3% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $52K | 7.4% | |
| American Funds Washington Mutual R6 ** 744 * American Funds Capital World Bond R6 ** 56 Fidelity 500 Index | — | — | — | $32K | 4.6% | |
| American Funds 2020 Target Date Fund R6 ** 135 * American Funds 2025 Target Date Fund R6 | — | — | — | $31K | 4.3% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $27K | 3.9% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $22K | 3.1% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $8K | 1.1% | |
| Fidelity Extended Market Index | — | — | — | $7K | 1.0% | |
| American Funds AMCAP R6 | — | — | — | $2K | 0.3% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $2K | 0.2% |
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