Maria Cervantes signed Integral Systems,Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integral Systems,Inc.'s EIN is 52-1267968.
Download the official 2023 Form 5500 (PDF) for Integral Systems,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Integral Systems,Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $190K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $63K | — |
| JGD & ASSOCIATES LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3132551 |
| — |
| NONE |
| $23K |
| — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $300 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Empower Annuity Insurance Company of America Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $22.8M | 12.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $21.5M | 11.7% | |
| Empower Trust Company MassMutual Blue Chip Growth Fund | Common Stocks | — | — | $16.1M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2030 TR-E T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.4M | 7.9% | |
| Empower Trust Company MassMutual Mid Cap Growth Fund | Common Stocks | — | — | $10.9M | 5.9% | |
| MFS Value Fund | Mutual Funds | — | — | $8.9M | 4.9% | |
| Empower Trust Company MassMutual Small Cap Growth Equity Fund | Common Stocks | — | — | $8.6M | 4.7% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $7.5M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2040 TR-E T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.4M | 4.1% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $7.1M | 3.9% | |
| s (continued) Metropolitan West Metropolitan West Total Return Bond Fund | Mutual Funds | — | — | $6.4M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TR-E T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.0M | 3.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $4.6M | 2.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $4.3M | 2.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $4.1M | 2.2% | |
| Fidelity Contrafund | Mutual Funds | — | — | $4.0M | 2.2% | |
| MStayMacKay MainStay MacKay High Yield Corporate Bond Fund | Other securities | — | — | $4.0M | 2.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $3.9M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2050 TR-E T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.0% | |
| Goldman Sachs Goldman Sachs Small Cap VaIue Insights Fund | Other securities | — | — | $3.5M | 1.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3.0M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2035 TR-E T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.2% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $2.2M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 TR-E T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2010 TR-E T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| Cohen & Steers Cohen and Steers Real Estate Securities Fund | Other securities | — | — | $1.2M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2025 TR-E T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $897K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2055 TR-E T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $477K | 0.3% | |
| Participant loans maturity dates ranging from 2024 to 2036. 0 | Participant loans | — | — | $406K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2045 TR-E T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $316K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TR-E T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $244K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-E T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR-E T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-F T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
