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Original filing (PDF)20251002103132NAL0000252739001
INTERMEDIARYED
Form 5500
FILING_RECEIVED
ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
2,569
Plan assets (EOY)
$393.2M
Net assets (EOY)
$393.2M
How this plan invests
This plan
1 pooled trust
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMEDIARYED.
Plan sponsor
Name
INTERMEDIARYED
EIN
42-0841485
Address
PO BOX 28 · MOUNT VERNON, IA · 52314
Phone
(800) 303-3070
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $155K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $82K | — |
| RSM US LLP | 42-0714325 | — | NONE | $28K | — |
| THE LAMPO GROUP, LLC | 62-1593846 | — | NONE | $21K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $168 | — |
Investments
68 direct securities · 1 pooled fund· $393.2M(100% 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.
Uncategorized
$382.0M
68 holdings
Pooled Separate Account
$11.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nonbenefit-responsive | — | — | — | $76.6M | 19.5% | |
| College Retirement Equities Fund* CREF Stock Account | — | — | — | $62.5M | 15.9% | |
| College Retirement Equities Fund* CREF Growth Account | — | — | — | $24.7M | 6.3% | |
| College Retirement Equities Fund* CREF Global Equities Account | — | — | — | $19.4M | 4.9% | |
| College Retirement Equities Fund* Vanguard Institutional Index Fund | — | — | — | $18.5M | 4.7% | |
| College Retirement Equities Fund* CREF Equity Index Account | — | — | — | $16.8M | 4.3% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2040 Fund | — | — | — | $16.1M | 4.1% | |
| College Retirement Equities Fund* CREF Social Choice Account | — | — | — | $16.1M | 4.1% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2035 Fund | — | — | — | $14.7M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.2M | 2.8% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2045 Fund | — | — | — | $11.0M | 2.8% | |
| Benefit-responsive | — | — | — | $11.0M | 2.8% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2030 Fund | — | — | — | $10.0M | 2.6% | |
| College Retirement Equities Fund* Vanguard Total International Stock Index Fund | — | — | — | $7.4M | 1.9% | |
| College Retirement Equities Fund* Vanguard Small Cap Index Fund | — | — | — | $7.2M | 1.8% | |
| College Retirement Equities Fund* MFS Value Fund | — | — | — | $6.4M | 1.6% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2050 Fund | — | — | — | $6.2M | 1.6% | |
| College Retirement Equities Fund* Harbor Capital Appreciation Fund | — | — | — | $5.6M | 1.4% | |
| College Retirement Equities Fund* Vanguard Federal Money Market Fund | — | — | — | $5.5M | 1.4% | |
| College Retirement Equities Fund* CREF Core Bond Account | — | — | — | $5.4M | 1.4% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2025 Fund | — | — | — | $4.9M | 1.2% | |
| College Retirement Equities Fund* CREF Money Market Account | — | — | — | $3.8M | 1.0% | |
| College Retirement Equities Fund* JPMorgan Mid Cap Value Fund | — | — | — | $3.6M | 0.9% | |
| College Retirement Equities Fund* American EUPAC Fund | — | — | — | $3.6M | 0.9% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2020 Fund | — | — | — | $3.5M | 0.9% | |
| College Retirement Equities Fund* Vanguard Mid-Cap Index Fund | — | — | — | $3.1M | 0.8% | |
| College Retirement Equities Fund* BlackRock Mid-Cap Growth Equity Fund | — | — | — | $2.8M | 0.7% | |
| College Retirement Equities Fund* CREF Inflation—Linked Bond Account | — | — | — | $2.7M | 0.7% | |
| College Retirement Equities Fund* TCW MetWest Total Return Bond Fund | — | — | — | $2.4M | 0.6% | |
| College Retirement Equities Fund* Vanguard Total Bond Market Index Fund | — | — | — | $2.2M | 0.6% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2055 Fund | — | — | — | $2.1M | 0.5% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2015 Fund | — | — | — | $1.4M | 0.4% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2060 Fund | — | — | — | $982K | 0.2% | |
| College Retirement Equities Fund* Principal SmallCap Value Fund II | — | — | — | $855K | 0.2% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid Income Fund | — | — | — | $788K | 0.2% | |
| College Retirement Equities Fund* Principal SmallCap Growth Fund | — | — | — | $308K | <0.1% | |
| Fidelity Management Trust Company* FID Government Money Market Fund | — | — | — | $204K | <0.1% | |
| Notes receivable from participants, interest ranging from 4.25% to 9.50%* | — | — | — | $134K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Semiconducters Portfolio | — | — | — | $114K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Blue Chip Growth Fund | — | — | — | $103K | <0.1% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund | — | — | — | $97K | <0.1% | |
| Blackrock Funds BlackRock Strategic Income Opportunities Portfolio** | — | — | — | $88K | <0.1% | |
| Fidelity Management Trust Company* Fidelity 500 Index Fund | — | — | — | $77K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Global Commodity Stock Fund | — | — | — | $73K | <0.1% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2065 R6 | — | — | — | $63K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Consumer Staples Portfolio | — | — | — | $59K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Contrafund | — | — | — | $57K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Government Cash Reserves | — | — | — | $43K | <0.1% | |
| Guggenheim Investments Guggenheim Macro Opportunities Fund** | — | — | — | $42K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Balanced Fund | — | — | — | $35K | <0.1% | |
| Lord Abbot Funds Lord Abbett Bond Debenture Fund** | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Growth Company Fund | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Biotechnology Portfolio | — | — | — | $28K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Banking Portfolio | — | — | — | $27K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Small Cap Growth Fund | — | — | — | $27K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Technology Portfolio | — | — | — | $19K | <0.1% | |
| Eaton Vance Eaton Vance Strategic Income Fund** | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Freedom 2030 Fund | — | — | — | $11K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Nasdaq Composite Index Fund | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company* Fidelity New Millennium Fund | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Real Estate Investment Portfolio | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Value Fund | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Natural Resources Fund | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Gold Portfolio | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Pacific Basin Fund | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Environment and Alternative Energy Fund | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Europe Fund | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Canada Fund | — | — | — | $2K | <0.1% | |
| Dreyfus Funds Dreyfus Govt Cash Mgmt Wealth SHS 6349** | — | — | — | $2K | <0.1% |