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Original filing (PDF)20250929114514NAL0010836673001
INTERRA INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
INTERRA INTERNATIONAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
128
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
26 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERRA INTERNATIONAL, LLC.
Plan sponsor
Name
INTERRA INTERNATIONAL, LLC
EIN
47-4883882
Address
400 INTERSTATE NORTH PARKWAY · SUITE 1400 · ATLANTA, GA · 30339
Phone
(678) 552-1059
Industry
Wholesale Tradesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY-PLAN | $41K | — |
Investments
26 direct securities· $17.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $2.6M | 15.1% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $2.2M | 12.8% | |
| Transamerica Stable Value Strategy Option Stable Value Fund | — | — | — | $1.8M | 10.7% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $1.8M | 10.4% | |
| Vanguard Target Retirement Income Inv Mutual Funds 625 Vanguard 500 Index Admiral Mutual Funds | — | — | — | $1.3M | 7.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $1.3M | 7.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $1.1M | 6.6% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $633K | 3.7% | |
| Vanguard Total Intl StockIndex Admiral Mutual Funds | — | — | — | $591K | 3.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $566K | 3.3% | |
| JPMorgan US Value R6 Mutual Funds | — | — | — | $482K | 2.8% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $460K | 2.7% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $360K | 2.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $349K | 2.0% | |
| PGIM Total Return Bond R6 Mutual Funds | — | — | — | $266K | 1.5% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $264K | 1.5% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $242K | 1.4% | |
| Vanguard International Growth Adm Mutual Funds | — | — | — | $173K | 1.0% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $126K | 0.7% | |
| Vanguard Total Intl BondIndex Adm Mutual Funds | — | — | — | $94K | 0.5% | |
| Columbia Overseas Value Instl3 Mutual Funds | — | — | — | $91K | 0.5% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | — | — | — | $80K | 0.5% | |
| Vanguard Target Retirement 2070 Inv Mutual Funds | — | — | — | $80K | 0.5% | |
| Fidelity Advisor Small Cap Growth I Mutual Funds | — | — | — | $74K | 0.4% | |
| American Century Small Cap Value Inv Mutual Funds | — | — | — | $52K | 0.3% | |
| American Century Mid Cap Value R6 Mutual Funds | — | — | — | $50K | 0.3% |
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