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Original filing (PDF)20251010092432NAL0007433921001
INTRUST FINANCIAL CORPORATION
Form 5500
FILING_RECEIVED
INTRUST 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
856
Accounts w/ balance
1,181
Plan assets (EOY)
$205.6M
Net assets (EOY)
$205.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTRUST FINANCIAL CORPORATION.
Plan sponsor
Name
INTRUST FINANCIAL CORPORATION
EIN
48-0937376
Address
PO BOX 1 MS 2.3 · WICHITA, KS · 67201
Phone
(316) 383-1188
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GJ & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $26K | — |
Investments
35 direct securities · 1 pooled fund· $204.6M(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
$193.9M
35 holdings
Common Collective Trust
$10.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $27.2M | 13.2% | |
| BlackRock LifePath 2040 Fund Mutual Fund | — | — | — | $21.7M | 10.6% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $18.5M | 9.0% | |
| BlackRock LifePath 2030 Fund Mutual Fund | — | — | — | $15.5M | 7.5% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $14.5M | 7.1% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $10.7M | 5.2% | |
| ClearBridge Mid Cap Growth Fund Mutual Fund | — | — | — | $9.9M | 4.8% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $8.5M | 4.1% | |
| BlackRock LifePath 2050 Fund Mutual Fund | — | — | — | $8.2M | 4.0% | |
| BlackRock LifePath 2055 Fund Mutual Fund | — | — | — | $7.1M | 3.5% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | — | — | — | $6.9M | 3.4% | |
| Schwab Personal Choice Retirement Account Self-directed | — | — | — | $6.5M | 3.2% | |
| Vanguard Total Bond Market Index Institutional Fund Mutual Fund | — | — | — | $6.2M | 3.0% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $6.0M | 2.9% | |
| JPMorgan Core Plus Bond Fund Mutual Fund | — | — | — | $5.8M | 2.8% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $4.4M | 2.2% | |
| BlackRock LifePath 2060 Fund Mutual Fund | — | — | — | $3.8M | 1.8% | |
| BlackRock LifePath 2035 Fund Mutual Fund | — | — | — | $3.5M | 1.7% | |
| Vanguard Explorer Fund Admiral Shares Fund Mutual Fund | — | — | — | $3.2M | 1.5% | |
| BlackRock LifePath 2045 Fund Mutual Fund | — | — | — | $2.9M | 1.4% | |
| BlackRock LifePath 2065 Fund Mutual Fund | — | — | — | $2.8M | 1.4% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $2.7M | 1.3% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $2.3M | 1.1% | |
| Brokerage Accounts * Participant Loans 4.25% to 9.50%, | — | — | — | $2.1M | 1.0% | |
| American Funds New World Fund Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Guggenheim Macro Opportunities Fund Mutual Fund | — | — | — | $335K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $311K | 0.2% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $310K | 0.2% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $266K | 0.1% | |
| JP Morgan Short Duration Core Plus Fund Mutual Fund | — | — | — | $235K | 0.1% | |
| T. Rowe Price International Discovery Fund Mutual Fund | — | — | — | $157K | <0.1% | |
| GQG Partners Emerging Markets Equity Fund Mutual Fund | — | — | — | $131K | <0.1% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $122K | <0.1% | |
| PrimeCap Odyssey Aggressive Growth Fund Mutual Fund | — | — | — | $103K | <0.1% | |
| Federated Hermes Government Obligation Fund Money Market Fund | — | — | — | $10K | <0.1% | |
| INTRUST Bank, N.A. Cash | — | — | — | $6K | <0.1% |
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