Kevin Howard signed Intellibridge, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intellibridge, LLC's EIN is 65-1313681.
Download the official 2024 Form 5500 (PDF) for Intellibridge, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intellibridge, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $45K | — |
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 |
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 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $12.3M | 13.2% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $12.2M | 13.1% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $11.1M | 11.9% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $8.8M | 9.5% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $8.2M | 8.8% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $7.4M | 7.9% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $6.1M | 6.6% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $4.2M | 4.5% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.4% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.7% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.2M | 1.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $806K | 0.9% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $745K | 0.8% | |
| Notes receivable from participants Bearing interest at 4.25%-10.50% - | Bonds / Notes | — | — | $686K | 0.7% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $676K | 0.7% | |
| BLKRK HIGH YLD K Mutual Fund | Other securities | — | — | $674K | 0.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $616K | 0.7% | |
| JPMCB SR PB 2065 CF JP MORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $511K | 0.5% | |
| NB REAL ESTATE R6 Mutual Fund | Other securities | — | — | $491K | 0.5% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $447K | 0.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $425K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $419K | 0.5% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $382K | 0.4% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $367K | 0.4% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $338K | 0.4% | |
| AB GLOBAL BOND Z Mutual Fund | Other securities | — | — | $97K | 0.1% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $34K | <0.1% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $15K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | 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.
| — |
| ADVISOR |
| $15K |
| — |
