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Original filing (PDF)20250812120034NAL0007959745001
INTERTRUST TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
107
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERTRUST TECHNOLOGIES CORPORATION.
Plan sponsor
Name
INTERTRUST TECHNOLOGIES CORPORATION
EIN
52-1672106
Address
2140 SHATTUCK AVENUE · SUITE 1201 · BERKELEY, CA · 94704
Phone
(408) 616-1600
Industry
Professional & Technical 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
2025-08-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $28K | — |
Investments
20 direct securities · 3 pooled funds· $23.0M(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
$22.5M
20 holdings
Common Collective Trust
$478K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $5.7M | 24.9% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $3.3M | 14.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.8M | 12.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.1M | 9.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.7M | 7.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.5M | 6.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.3M | 5.6% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $795K | 3.5% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $604K | 2.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $511K | 2.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $496K | 2.2% | |
| Vanguard Total International Stock Index Fd Mutual Fund | — | — | — | $439K | 1.9% | |
| GALLIARD MGD INC MC WELLS FARGO BANK, N.A. · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $387K | 1.7% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $310K | 1.3% | |
| Pioneer Strategic Income Fund Mutual Fund | — | — | — | $242K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $201K | 0.9% | |
| Artisan International Fund Mutual Fund | — | — | — | $200K | 0.9% | |
| William Blair Small-Mid Cap Growth Fund Mutual Fund | — | — | — | $177K | 0.8% | |
| WW S/M CAP VALUE C SEI TRUST COMPANY · EIN 26-2447110 / PN 025 | Common Collective Trust | — | — | $91K | 0.4% | |
| participants 9.50% | — | — | — | $62K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $18K | <0.1% | |
| Principal Diversified Real Asset Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| WW S/M CAP VALUE C WESTWOOD SMIDCAP VALUE COLLECTIVE TRUST · EIN 27-1147397 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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