How big is Interco Charitable Trust's plan?

Interco Charitable Trust's plan reported $127K in assets and 1 participants for 2023.

Original filing (PDF)20250102112054NAL0003085152001

Interco Charitable Trust

Name: Interco Charitable Trust — Form 5500 (2023)
Creator: Interco Charitable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Interco Charitable Trust held $127K in plan assets for 1 participants in 2023.

Signals · 2

Late filing · 1.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

People on this filing

Mike Loynd signed Interco Charitable Trust's 2023 Form 5500 as plan administrator.

Mike Loynd — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Interco Charitable Trust's EIN is 31-1593436.

EIN 31-1593436

Plan number 001

Plan year 2023

ACK ID 20250102112054NAL0003085152001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Interco Charitable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Interco Charitable Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERCO CHARITABLE TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off