Emily Kasik signed Intermediaryed's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intermediaryed's EIN is 42-0841485.
Download the official 2024 Form 5500 (PDF) for Intermediaryed from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermediaryed's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $155K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $168 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nonbenefit-responsive | Other securities | — | — | $76.6M | 19.5% | |
| College Retirement Equities Fund* CREF Stock Account | Mutual Funds | — | — | $62.5M | 15.9% | |
| College Retirement Equities Fund* CREF Growth Account | Mutual Funds | — | — | $24.7M | 6.3% | |
| College Retirement Equities Fund* CREF Global Equities Account | Mutual Funds | — | — | $19.4M | 4.9% | |
| College Retirement Equities Fund* Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $18.5M | 4.7% | |
| College Retirement Equities Fund* CREF Equity Index Account | Common Collective Trusts | — | — | $16.8M | 4.3% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2040 Fund | Other securities | — | — | $16.1M | 4.1% | |
| College Retirement Equities Fund* CREF Social Choice Account | Mutual Funds | — | — | $16.1M | 4.1% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2035 Fund | Other securities | — | — | $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 | Other securities | — | — | $11.0M | 2.8% | |
| Benefit-responsive | Other securities | — | — | $11.0M | 2.8% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2030 Fund | Other securities | — | — | $10.0M | 2.6% | |
| College Retirement Equities Fund* Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $7.4M | 1.9% | |
| College Retirement Equities Fund* Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $7.2M | 1.8% | |
| College Retirement Equities Fund* MFS Value Fund | Mutual Funds | — | — | $6.4M | 1.6% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2050 Fund | Other securities | — | — | $6.2M | 1.6% | |
| College Retirement Equities Fund* Harbor Capital Appreciation Fund | Other securities | — | — | $5.6M | 1.4% | |
| College Retirement Equities Fund* Vanguard Federal Money Market Fund | Mutual Funds | — | — | $5.5M | 1.4% | |
| College Retirement Equities Fund* CREF Core Bond Account | Mutual Funds | — | — | $5.4M | 1.4% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2025 Fund | Other securities | — | — | $4.9M | 1.2% | |
| College Retirement Equities Fund* CREF Money Market Account | Mutual Funds | — | — | $3.8M | 1.0% | |
| College Retirement Equities Fund* JPMorgan Mid Cap Value Fund | Other securities | — | — | $3.6M | 0.9% | |
| College Retirement Equities Fund* American EUPAC Fund | Other securities | — | — | $3.6M | 0.9% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2020 Fund | Other securities | — | — | $3.5M | 0.9% | |
| College Retirement Equities Fund* Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $3.1M | 0.8% | |
| College Retirement Equities Fund* BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $2.8M | 0.7% | |
| College Retirement Equities Fund* CREF Inflation—Linked Bond Account | Mutual Funds | — | — | $2.7M | 0.7% | |
| College Retirement Equities Fund* TCW MetWest Total Return Bond Fund | Other securities | — | — | $2.4M | 0.6% | |
| College Retirement Equities Fund* Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $2.2M | 0.6% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2055 Fund | Other securities | — | — | $2.1M | 0.5% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2015 Fund | Other securities | — | — | $1.4M | 0.4% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2060 Fund | Other securities | — | — | $982K | 0.2% | |
| College Retirement Equities Fund* Principal SmallCap Value Fund II | Other securities | — | — | $855K | 0.2% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid Income Fund | Other securities | — | — | $788K | 0.2% | |
| College Retirement Equities Fund* Principal SmallCap Growth Fund | Other securities | — | — | $308K | <0.1% | |
| Fidelity Management Trust Company* FID Government Money Market Fund | Mutual Funds | — | — | $204K | <0.1% | |
| Notes receivable from participants, interest ranging from 4.25% to 9.50%* | Bonds / Notes | — | — | $134K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Semiconducters Portfolio | Mutual Funds | — | — | $114K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $103K | <0.1% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $97K | <0.1% | |
| Blackrock Funds BlackRock Strategic Income Opportunities Portfolio** | Other securities | — | — | $88K | <0.1% | |
| Fidelity Management Trust Company* Fidelity 500 Index Fund | Common Collective Trusts | — | — | $77K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Global Commodity Stock Fund | Mutual Funds | — | — | $73K | <0.1% | |
| College Retirement Equities Fund* Principal LifeTime Hybrid 2065 R6 | Other securities | — | — | $63K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Select Consumer Staples Portfolio | Mutual Funds | — | — | $59K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Contrafund | Mutual Funds | — | — | $57K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Government Cash Reserves | Mutual Funds | — | — | $43K | <0.1% | |
| Guggenheim Investments Guggenheim Macro Opportunities Fund** | Other securities | — | — | $42K | <0.1% | |
| Fidelity Management Trust Company* Fidelity Balanced Fund | Mutual Funds | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| NONE |
| $82K |
| — |
| RSM US LLP | 42-0714325 | — | NONE | $28K | — |
| THE LAMPO GROUP, LLC | 62-1593846 | — | NONE | $21K | — |
