Shirley Horner signed Integra Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integra Partners' EIN is 42-1685996.
Download the official 2024 Form 5500 (PDF) for Integra Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integra Partners' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LCJ ASSOCIATES | — | BROOKLYN, NY | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.7M | 22.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $952K | 12.2% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $852K | 10.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $850K | 10.9% | |
| T.ROWE PRICE RETIREMENT 2015-R 464 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $716K | 9.2% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $490K | 6.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $357K | 4.6% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $174K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $141K | 1.8% | |
| BLACKROCK GLOBAL ALLOCATION R | Registered Investment Companies | — | — | $140K | 1.8% | |
| VICTORY SMALL CO OPPORTUNITY R | Registered Investment Companies | — | — | $100K | 1.3% | |
| CALAMOS GROWTH AND INCOME - A | Registered Investment Companies | — | — | $99K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $95K | 1.2% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $90K | 1.1% | |
| INVESCO DEVELOP MARKETS R | Registered Investment Companies | — | — | $84K | 1.1% | |
| JANUS HENDERSON ENTERPRISE - R | Registered Investment Companies | — | — | $78K | 1.0% | |
| CALAMOS GROWTH FUND -A | Registered Investment Companies | — | — | $73K | 0.9% | |
| FIDELITY ADVISOR LEV CO STK M | Registered Investment Companies | — | — | $68K | 0.9% | |
| INVESCO RISING DIVIDENDS R | Registered Investment Companies | — | — | $65K | 0.8% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $64K | 0.8% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $62K | 0.8% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $54K | 0.7% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $53K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $52K | 0.7% | |
| JANUS H OVERSEAS FUND - R | Registered Investment Companies | — | — | $52K | 0.7% | |
| THORNBURG INTL EQUITY FUND-R3 | Registered Investment Companies | — | — | $31K | 0.4% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $24K | 0.3% | |
| VICTORY DIVERSIFIED STOCK FD-R | Registered Investment Companies | — | — | $20K | 0.3% | |
| PIMCO LOW DURATION FUND - R | Registered Investment Companies | — | — | $19K | 0.2% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $12K | 0.2% | |
| INVESCO GLBL STRAT INC R | Registered Investment Companies | — | — | $6K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
