JILL Schroeder signed The Intellekt Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Intellekt Group's EIN is 47-4526395.
Download the official 2024 Form 5500 (PDF) for The Intellekt Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Intellekt Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | 13-4064930 | — | ADVISOR | $24K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 IPR 63,990.30 Shares | Common Collective Trusts | — | $64K | $1.2M | 16.0% | |
| FID FDM IDX 2040 IPR 46,394.62 Shares | Common Collective Trusts | — | $46K | $1.1M | 15.4% | |
| FID FDM IDX 2030 IPR 52,517.24 Shares | Common Collective Trusts | — | $53K | $1.1M | 14.3% | |
| FID FDM IDX 2045 IPR 33,581.03 Shares | Common Collective Trusts | — | $34K | $870K | 11.7% | |
| FID FDM IDX 2035 IPR 26,592.97 Shares | Common Collective Trusts | — | $27K | $620K | 8.4% | |
| FID GOVT MMKT K6 505,294.29 Shares | Mutual Funds | — | $505K | $505K | 6.8% | |
| FID FDM IDX 2050 IPR 18,886.47 Shares | Common Collective Trusts | — | $19K | $490K | 6.6% | |
| Fidelity 500 Index Fund 1,980.77 Shares | Common Collective Trusts | — | $2K | $404K | 5.4% | |
| FID FDM IDX 2055 IPR 13,039.50 Shares | Common Collective Trusts | — | $13K | $279K | 3.8% | |
| FID FDM IDX 2060 IPR 10,177.06 Shares | Common Collective Trusts | — | $10K | $184K | 2.5% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | $6K | $125K | 1.7% | |
| Participant Loans (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $109K | 1.5% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $4K | $88K | 1.2% | |
| MFS VALUE R6 1,305.20 Shares | Mutual Funds | — | $1K | $63K | 0.9% | |
| Fidelity Extended Market Index Fund 690.81 Shares | Common Collective Trusts | — | — | $63K | 0.8% | |
| BLKRK HIGH YLD K 6,499.03 Shares | Other securities | — | $6K | $46K | 0.6% | |
| IS DEV REAL EST K 3,586.18 Shares | Other securities | — | $4K | $28K | 0.4% | |
| FID FDM IDX INC IPR 2,419.65 Shares | Common Collective Trusts | — | $2K | $28K | 0.4% | |
| HTFD S INTL MCPV SDR 2,191.45 Shares | Other securities | — | $2K | $22K | 0.3% | |
| AF EUROPAC GROWTH R6 391.53 Shares | Other securities | — | — | $21K | 0.3% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $2K | $19K | 0.3% | |
| AF NEW WORLD R6 198.68 Shares | Other securities | — | — | $15K | 0.2% | |
| AB US SMMDCP GR P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126249 / PN 726 | Common Collective Trust | — | — | $13K | 0.2% | |
| FID FDM IDX 2065 IPR 863.76 Shares | Common Collective Trusts | — | — | $13K | 0.2% | |
| FID TOTAL INTL IDX 916.89 Shares | Common Collective Trusts | — | — | $12K | 0.2% | |
| FID FDM IDX 2020 IPR 539.13 Shares | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund 399.53 Shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity US Bond Index Fund 339.53 Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| PIMCO INCOME INST 151.94 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| AB GLB CORE EQ P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139849 / PN 627 | Common Collective Trust | — | — | $115 | <0.1% | |
| AB GLB CORE EQ P-1 GREAT GRAY TRUST COMPANY · EIN 38-7264535 / PN 698 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY · EIN 38-4116871 / PN 533 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
