Kristen Zelazo signed The Intec Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Intec Group, Inc.'s EIN is 36-2252492.
Download the official 2024 Form 5500 (PDF) for The Intec Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Intec Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | $52K | 0.8% |
| WILMINGTON TRUST MFS GR EQ CIT CL S WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | $4K | <0.1% |
| CLEARBRIDGE INTL GROWTH S1 GREAT GREY · EIN 82-3125078 / PN 346 | Common Collective Trust | $487 | <0.1% |
| CLEARBRIDGE INTERNATIONAL GRWTH CIT GREAT GRAY · EIN 82-3125078 / PN 346 | Common Collective Trust | $0 | <0.1% |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | $0 | <0.1% |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 000 | Common Collective Trust | $0 | <0.1% |
| ALLSPRING CORE PLUS BOND CIT E SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EAGLE MID CAP GROWTH CIT FOUNDERS C CARILLON FUNDS · EIN 59-3528369 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | $0 | <0.1% |
| AB US SM CP GR CIT W SERIES FEE CL GREAT GRAY · EIN 38-4116832 / PN 000 | Common Collective Trust | $0 | <0.1% |
| 33-0818667 |
| — |
| INVESTMENT ADVISORY |
| $16K |
| — |
