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Original filing (PDF)20231013102259NAL0022463747001

INTEK PLASTICS, INC.

Form 5500
FILING_RECEIVED
INTEK PLASTICS, INC. MASTER TRUST
Pooled investment trusta fund that other plans invest in — not a participant plan
Active participants
Accounts w/ balance
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEK PLASTICS, INC..
Plan sponsor
Name
INTEK PLASTICS, INC.
EIN
41-0914737
Address
1000 SPIRAL BOULEVARD · HASTINGS, MN · 550332217
Phone
(651) 480-5172
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

4 pooled funds· $8.1M(28% 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.

InvestmentTypeCurrent value% of plan
ONEAMERICA STABLE VALUE Z
BMO HARRIS BANK NA · EIN 39-6490536 / PN 001
Common Collective Trust
$4.4M15.1%
LARGE CAP GROWTH FUND II
WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626
Common Collective Trust
$3.6M12.3%
SMALL CAP VALUE FUND II
WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554
Common Collective Trust
$50K0.2%
SMALL CAP GROWTH FUND II
WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592
Common Collective Trust
$49K0.2%

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