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Original filing (PDF)20251015190721NAL0007238368001
INCORTA, INC.
Form 5500
FILING_RECEIVED
INCORTA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
126
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
29 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 INCORTA, INC..
Plan sponsor
Name
INCORTA, INC.
EIN
46-4382878
Address
2855 CAMPUS DRIVE SUITE 300 · SAN MATEO, CA · 94403
Phone
(650) 307-3403
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
29 direct securities· $6.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $767K | 11.6% | |
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $757K | 11.4% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $557K | 8.4% | |
| Fidelity Freedom Index 2050 Premier Mutual fund | — | — | — | $452K | 6.8% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $320K | 4.8% | |
| Fidelity Freedom Index 2055 Premier Mutual fund | — | — | — | $317K | 4.8% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $313K | 4.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $267K | 4.0% | |
| Fidelity Freedom Index 2060 Premier Mutual fund | — | — | — | $263K | 4.0% | |
| American Funds New Perspective Fund Class R6 Mutual fund | — | — | — | $252K | 3.8% | |
| Key Guaranteed Portfolio Fund Guaranteed interest account | — | — | — | $236K | 3.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $234K | 3.5% | |
| Fidelity Freedom Index 2045 Premier Mutual fund | — | — | — | $231K | 3.5% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $217K | 3.3% | |
| Fidelity Freedom Index 2035 Premier Mutual fund | — | — | — | $213K | 3.2% | |
| Fidelity Freedom Index 2040 Premier Mutual fund | — | — | — | $167K | 2.5% | |
| BlackRock High Yield Bond Portfolio Class K Mutual fund | — | — | — | $158K | 2.4% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual fund | — | — | — | $147K | 2.2% | |
| varying maturity dates through May * Notes receivable from participants 2039 - | — | — | — | $118K | 1.8% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $114K | 1.7% | |
| American Funds Inflation Linked Bond Fund Class R6 Mutual fund | — | — | — | $99K | 1.5% | |
| JPMorgan International Equity Fund Class R6 Mutual fund | — | — | — | $88K | 1.3% | |
| American Century Mid Cap Value Fund R6 Class Mutual fund | — | — | — | $84K | 1.3% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $68K | 1.0% | |
| Great-West Real Estate Index Fund Institutional Class Mutual fund | — | — | — | $51K | 0.8% | |
| Invesco Gold & Special Minerals Fund Class R6 Mutual fund | — | — | — | $48K | 0.7% | |
| Putnam Small Cap Growth R6 Mutual fund | — | — | — | $39K | 0.6% | |
| PIMCO Rae US Small Instl Mutual fund | — | — | — | $30K | 0.5% | |
| Fidelity Freedom Index 2065 Premier Mutual fund | — | — | — | $15K | 0.2% |
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