Rebecca Vikander signed Intricon Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intricon Inc.'s EIN is 41-1305251.
Download the official 2024 Form 5500 (PDF) for Intricon Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intricon Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fi deli ty 500 Index Registered Inves tment Compa ny Funds | Common Collective Trusts | — | — | $6.3M | 17.0% | |
| Fi deli ty Freedom 2045K Registered Inves tment Compa ny Funds | Other securities | — | — | $3.1M | 8.3% | |
| Gill iard Sta bl e RTN C Common Coll ective Trust Funds | Common Collective Trusts | — | — | $3.0M | 8.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.0% | |
| Fi deli ty Freedom 2040K Registered Inves tment Compa ny Funds | Other securities | — | — | $2.7M | 7.3% | |
| Fi deli ty Freedom 2030K Registered Inves tment Compa ny Funds | Other securities | — | — | $2.6M | 7.1% | |
| Fi deli ty Freedom 2035K Registered Inves tment Compa ny Funds | Other securities | — | — | $2.0M | 5.3% | |
| AB US La rge Growth Common Coll ective Trust Funds | Common Collective Trusts | — | — | $1.9M | 5.1% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| Fi deli ty Freedom 2050K Registered Inves tment Compa ny Funds | Other securities | — | — | $1.8M | 5.0% | |
| Fi deli ty Freedom 2025K Registered Inves tment Compa ny Funds | Other securities | — | — | $1.8M | 4.8% | |
| Fi deli ty Mi d Cap Index Registered Inves tment Compa ny Funds | Other securities | — | — | $1.7M | 4.6% | |
| Fi deli ty Freedom 2055K Registered Inves tment Compa ny Funds | Other securities | — | — | $1.6M | 4.2% | |
| Fi deli ty Total Bond K6 Registered Inves tment Compa ny Funds | Other securities | — | — | $1.2M | 3.2% | |
| Fi deli ty Freedom 2060K Registered Inves tment Compa ny Funds | Other securities | — | — | $1.1M | 2.9% | |
| Fi deli ty Smal l Cap Index Registered Inves tment Compa ny Funds | Other securities | — | — | $876K | 2.4% | |
| Fi deli ty Interna tiona l Growth Registered Inves tment Compa ny Funds | Other securities | — | — | $784K | 2.1% | |
| Vanguard Mi d-Cap Val ue Index Admiral Regis tered Investment Company Funds | Mutual Funds | — | — | $678K | 1.8% | |
| Vari ous pa rti cipants Pa rtici pant loans (maturing 2025–2030 a t interes t rates of 4.25%–9.50%) | Bonds / Notes | — | — | $610K | 1.6% | |
| Fi deli ty Freedom 2065K Registered Inves tment Compa ny Funds | Other securities | — | — | $544K | 1.5% | |
| Fi deli ty Freedom 2020K Registered Inves tment Compa ny Funds | Other securities | — | — | $500K | 1.3% | |
| MFS Value R6 Registered Inves tment Compa ny Funds | Mutual Funds | — | — | $497K | 1.3% | |
| JP Morgan Mi d-Ca p Growth R6 Registered Inves tment Compa ny Funds | Other securities | — | — | $475K | 1.3% | |
| Fi deli ty Freedom 2015K Registered Inves tment Compa ny Funds | Other securities | — | — | $434K | 1.2% | |
| Ameri ca n Funds Bal anced R6 Registered Inves tment Compa ny Funds | Other securities | — | — | $333K | 0.9% | |
| Dodge & Cox International Stock Registered Inves tment Compa ny Funds | Mutual Funds | — | — | $324K | 0.9% | |
| Vanguard Smal l Cap Growth Index Admira l Regis tered Investment Company Funds | Mutual Funds | — | — | $260K | 0.7% | |
| PIF SMCP VAL II R6 Registered Inves tment Compa ny Funds | Other securities | — | — | $46K | 0.1% | |
| DWS RREEF Rea l Es tate Securities IS Registered Inves tment Compa ny Funds | Other securities | — | — | $6K | <0.1% | |
| Fi deli ty Freedom 2070K Registered Inves tment Compa ny Funds | Other securities | — | — | $1K | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
