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Original filing (PDF)20251001142800NAL0005975459001
INTERCOM, INC.
Form 5500
FILING_RECEIVED
INTERCOM, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
718
Plan assets (EOY)
$31.8M
Net assets (EOY)
$31.8M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Fund Vanguard 0" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCOM, INC..
Plan sponsor
Name
INTERCOM, INC.
EIN
45-3543192
Address
55 SECOND STREET · 4TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 949-1490
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
43 direct securities· $31.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $9.9M | 31.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.8M | 15.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $4.0M | 12.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.5M | 7.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.3M | 7.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.6M | 5.0% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $925K | 2.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $525K | 1.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $466K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $321K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $272K | 0.9% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | — | — | — | $271K | 0.9% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $238K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $211K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $210K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $207K | 0.7% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $175K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $145K | 0.5% | |
| Vanguard Consumer Discretionary Idx ETF Vanguard 0 | — | — | — | $136K | 0.4% | |
| Vanguard Consumer Staples Index ETF Vanguard 0 | — | — | — | $120K | 0.4% | |
| Vanguard Real Estate Index ETF Vanguard 0 | — | — | — | $113K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $111K | 0.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $107K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $78K | 0.2% | |
| Vanguard Long-Term Bond Index ETF Vanguard 0 | — | — | — | $68K | 0.2% | |
| Vanguard Financials Index ETF Vanguard 0 | — | — | — | $65K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $64K | 0.2% | |
| Vanguard Utilities Index ETF Vanguard 0 | — | — | — | $63K | 0.2% | |
| Vanguard Energy Index ETF Vanguard 0 | — | — | — | $62K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 3 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $51K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $45K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $44K | 0.1% | |
| Vanguard FTSE All-World ex-US Idx ETF Vanguard 0 | — | — | — | $40K | 0.1% | |
| Vanguard Materials Index ETF Vanguard 0 | — | — | — | $37K | 0.1% | |
| Vanguard Industrials Index ETF Vanguard 0 | — | — | — | $36K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $29K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $28K | <0.1% | |
| Vanguard FTSE Pacific ETF Vanguard 0 | — | — | — | $24K | <0.1% | |
| Vanguard FTSE Europe ETF Vanguard 0 | — | — | — | $21K | <0.1% | |
| Vanguard FTSE All-World exUS S/C Idx ETF Vanguard 0 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $8K | <0.1% |
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