Interapt, LLC's EIN is 26-3323656.
Download the official 2024 Form 5500 (PDF) for Interapt, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interapt, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | — | LOUISVILLE, KY | INVESTMENT ADVISOR | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $196K | 27.8% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $125K | 17.7% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $114K | 16.2% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $87K | 12.3% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $52K | 7.4% | |
| American Funds Washington Mutual R6 ** 744 * American Funds Capital World Bond R6 ** 56 Fidelity 500 Index | Common Collective Trusts | — | — | $32K | 4.6% | |
| American Funds 2020 Target Date Fund R6 ** 135 * American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $31K | 4.3% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $27K | 3.9% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $22K | 3.1% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $8K | 1.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $7K | 1.0% | |
| American Funds AMCAP R6 | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | — | LOUISVILLE, KY | CONTRACT ADMIN | $3K | — |
