Original filing (PDF)20250903090953NAL0025663520001

INTO NORTH AMERICA, INC.

Name: INTO NORTH AMERICA, INC. — INTO NORTH AMERICA, INC.401(K) PLAN, Form 5500 (2024)
Creator: INTO NORTH AMERICA, INC.

Form 5500

FILING_RECEIVED

INTO NORTH AMERICA, INC.401(K) PLAN

401(k) retirement plan

Active participants

169

Accounts w/ balance

202

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

33 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

Helping the score

Below-peer total fees (4 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTO NORTH AMERICA, INC..

Plan sponsor

Name

INTO NORTH AMERICA, INC.

EIN

47-1165310

Address

8910 UNIVERSITY CENTER LN · SUITE 400 · SAN DIEGO, CA · 92122

Phone

(858) 356-4384

Industry

Educational 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

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	34-1542819	—	INVESTMENT ADVISOR	$31K	—

Investments

33 direct securities· $13.1M(100% of reported assets)

Uncategorized

$12.9M

32 holdings

Mutual Funds

$119K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Beacon Large Cap Growth Fund	—	—	—	$1.7M	13.4%
500 Index Fund	—	—	—	$1.7M	12.8%
Target Date 2055	—	—	—	$1.3M	9.7%
Target Date 2040	—	—	—	$1.1M	8.1%
Target Date 2045	—	—	—	$1.0M	7.7%
Target Date 2050	—	—	—	$736K	5.6%
Target Date 2060	—	—	—	$725K	5.5%
Target Date 2035	—	—	—	$665K	5.1%
Money Market Fund Fidelity* Government Money Market	—	—	—	$407K	3.1%
Extended Market Index Fund	—	—	—	$354K	2.7%
Target Date 2030	—	—	—	$292K	2.2%
Target Date 2025	—	—	—	$289K	2.2%
U.S. Bond Index Fund	—	—	—	$274K	2.1%
MFS: International Value Fund	—	—	—	$251K	1.9%
Fidelity Advisors*: Small Cap Growth Fund	—	—	—	$249K	1.9%
Small Cap Index Fund	—	—	—	$185K	1.4%
Cohen & Steers Realty Shares Fund	—	—	—	$180K	1.4%
Washington Mutual Inv Fund	—	—	—	$163K	1.3%
Nuveen Mid Cap Value Fund	—	—	—	$157K	1.2%
Calvert U.S. Large Cap Core Responsible Index Fund	—	—	—	$136K	1.0%
Dodge & Cox Income Fund	—	—	—	$135K	1.0%
Mid Capital Growth Fund	—	—	—	$128K	1.0%
American Funds: New World Fund	—	—	—	$128K	1.0%
Target Date 2065	—	—	—	$123K	0.9%
PIMCO: Commodities PLUS Strategy Fund	Mutual Funds	—	—	$119K	0.9%
International Index Fund	—	—	—	$118K	0.9%
JP Morgan Equity Income Fund	—	—	—	$113K	0.9%
Target Date 2015	—	—	—	$111K	0.9%
Small Cap Value Fund	—	—	—	$90K	0.7%
Hartford Short Duration Fund	—	—	—	$85K	0.6%
Participant Loans* Maturities at various dates through 2029, interest rates of 10.00% to 10.50%	—	—	—	$62K	0.5%
International Bond Fund	—	—	—	$35K	0.3%
Target Date 2020	—	—	—	$7K	<0.1%