Intrepid USA, Inc.'s EIN is 41-1684069.
Download the official 2024 Form 5500 (PDF) for Intrepid USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intrepid USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan SmartRetirement Blend 2030 R6 N/A | Other securities | — | — | $2.8M | 15.6% | |
| JP Morgan JP Morgan SmartRetirement Blend 2040 R6 N/A | Other securities | — | — | $2.5M | 13.9% | |
| JP Morgan JP Morgan SmartRetirement Blend 2035 R6 N/A | Other securities | — | — | $1.9M | 10.3% | |
| JP Morgan JP Morgan SmartRetirement Blend 2045 R6 N/A | Other securities | — | — | $1.2M | 6.6% | |
| JP Morgan JP Morgan Large Cap Growth R6 N/A | Other securities | — | — | $1.1M | 6.4% | |
| JP Morgan JP Morgan SmartRetirement Blend 2050 R6 N/A | Other securities | — | — | $1.1M | 5.9% | |
| Fidelity Investments Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $1.0M | 5.8% | |
| JP Morgan JP Morgan SmartRetirement Blend 2020 R6 N/A | Other securities | — | — | $1.0M | 5.7% | |
| JP Morgan JP Morgan SmartRetirement Blend Income N/A | Other securities | — | — | $993K | 5.5% | |
| JP Morgan JP Morgan SmartRetirement Blend 2055 R6 N/A | Other securities | — | — | $959K | 5.3% | |
| Janus JH Triton N N/A | Mutual Funds | — | — | $910K | 5.1% | |
| JP Morgan JP Morgan SmartRetirement Blend 2025 R6 N/A | Other securities | — | — | $765K | 4.3% | |
| PGIM Total Return Total Return Bond Z N/A | Other securities | — | — | $405K | 2.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $343K | 1.9% | |
| JP Morgan JP Morgan Equity Income R6 N/A | Other securities | — | — | $293K | 1.6% | |
| JP Morgan JP Morgan SmartRetirement Blend 2060 R6 N/A | Other securities | — | — | $194K | 1.1% | |
| PIMCO PIM RAE US SM I N/A | Mutual Funds | — | — | $178K | 1.0% | |
| Hartford International Opportunities R5 N/A | Other securities | — | — | $159K | 0.9% | |
| Participant Loans Various Rates and Maturities - | Participant loans | — | — | $67K | 0.4% | |
| Fidelity Investments Fidelity Money Market Fund N/A 211 * Fidelity Investments Fidelity US Bond Index Fund N/A | Common Collective Trusts | — | — | $57K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
