Back to filter
Original filing (PDF)20251001144028NAL0017946275001
INTEGRATECOM INC
Form 5500
FILING_RECEIVED
INTEGRATECOM INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
121
Accounts w/ balance
259
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
24 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 INTEGRATECOM INC.
Plan sponsor
Name
INTEGRATECOM INC
EIN
27-4256422
Address
2345 E THOMAS RD STE 100 · PHOENIX, AZ · 850167858
Phone
(866) 478-0326
Industry
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
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $26K | — |
Investments
24 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $2.5M | 23.3% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $1.3M | 11.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $890K | 8.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $744K | 6.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $686K | 6.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $683K | 6.3% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $645K | 6.0% | |
| Vanguard Global Equity Fund Mutual Fund | — | — | — | $594K | 5.5% | |
| Principal MidCap S&P 400 Index Fund Mutual Fund | — | — | — | $381K | 3.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $358K | 3.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $351K | 3.2% | |
| Transamerica Government Money Market Fund Money Market Fund | — | — | — | $273K | 2.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $263K | 2.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $241K | 2.2% | |
| DFA U.S. Large Cap Value Fund Mutual Fund | — | — | — | $202K | 1.9% | |
| American Funds New World Fund Mutual Fund | — | — | — | $182K | 1.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $170K | 1.6% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $100K | 0.9% | |
| Nuveen High-Yield Fund Mutual Fund | — | — | — | $85K | 0.8% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual Fund | — | — | — | $84K | 0.8% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $77K | 0.7% | |
| Macquarie Extended Duration Bond Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Participant Loans Interest rates from 7.25% to 9.50% $0 | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $6K | <0.1% |
Related plans
Other plans using PAYCHEX, INC.
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND
$6.6B · 14,943 participants
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
$1.2B · 2,817 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19
$519.2M · 1,833 participants
Similar-size Professional & Technical Services plans
BUFFALO CREEK LLC
BUFFALO CREEK LLC 401(K) PLAN
$10.8M · 25 participants
SITUATION MARKETING LLC
SITUATION MARKETING 401(K) PLAN
$10.8M · 101 participants
INUVO, INC.
INUVO, INC. 401(K) PLAN
$10.9M · 77 participants
BAILEY LAUERMAN & ASSOCIATES
BAILEY LAUERMAN & ASSOCIATES PROFIT SHARING 401(K) PLAN
$10.9M · 28 participants
CORE CREATIVE, INC.
CORE CREATIVE, INC. 401(K) PLAN
$10.8M · 67 participants
MOORE COMMUNICATIONS GROUP, INC.
MOORE COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING PLAN
$10.9M · 43 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants