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Original filing (PDF)20251005152012NAL0002703009001
INTELEPEER CLOUD COMMUNICATIONS, LLC
Form 5500
FILING_RECEIVED
INTELEPEER CLOUD COMMUNICATIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
272
Accounts w/ balance
321
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 INTELEPEER CLOUD COMMUNICATIONS, LLC.
Plan sponsor
Name
INTELEPEER CLOUD COMMUNICATIONS, LLC
EIN
46-0691698
Address
5975 QUEBEC · SUITE 300 · CENTENNIAL, CO · 80111
Phone
(720) 889-9577
Industry
Information / Tech / Mediasee 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
2025-10-05
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Investments
38 direct securities · 1 pooled fund· $15.3M(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
$15.2M
38 holdings
Common Collective Trust
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.1M | 13.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.9M | 12.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 9.8% | |
| JPMorgan Growth Advantage Fund Class R6 | — | — | — | $1.4M | 9.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.4M | 8.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.1M | 7.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $996K | 6.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $696K | 4.6% | |
| Allspring Special Small Cap Value Fund - Class R6 | — | — | — | $600K | 3.9% | |
| American Funds New Perspective Fund Class R-6 | — | — | — | $520K | 3.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $442K | 2.9% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $376K | 2.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $261K | 1.7% | |
| Macquarie Mid Cap Growth Fund Class R6 | — | — | — | $239K | 1.6% | |
| Participant loans receivable - 19 loans outstanding with interest rates ranging from 4.00% to 9.00% - | — | — | — | $197K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $170K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $164K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $161K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $160K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $114K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional | — | — | — | $112K | 0.7% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | — | — | $96K | 0.6% | |
| Vanguard Wellingto Fund Admiral Shares | — | — | — | $83K | 0.5% | |
| Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $76K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $74K | 0.5% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $58K | 0.4% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $46K | 0.3% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund Admiral Shares | — | — | — | $42K | 0.3% | |
| Fidelity Government Money Market Fund | — | — | — | $24K | 0.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $22K | 0.1% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $17K | 0.1% | |
| PIMCO Income Fund Institutional Class | — | — | — | $15K | <0.1% | |
| BrandywineGLOBAL - High Yield Fund Class IS | — | — | — | $14K | <0.1% | |
| American Funds The Bond Fund of America Class R-6 | — | — | — | $13K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $12K | <0.1% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares | — | — | — | $8K | <0.1% | |
| American Funds U.S. Government Securities Fund Class R-6 | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $3K | <0.1% |