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Original filing (PDF)20251016011838NAL0007575792001
INTEGRIS
Form 5500
FILING_RECEIVED
401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.
401(k) retirement plan
Signals · 1
64% in single holding
Active participants
13,354
Accounts w/ balance
10,243
Plan assets (EOY)
$297.2M
Net assets (EOY)
$297.2M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Balanced K Fund" is 64% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRIS.
Plan sponsor
Name
INTEGRIS
EIN
73-1192764
Address
3001 QUAIL SPRINGS PKWY · OKLAHOMA CITY, OK · 73134
Phone
(405) 949-4045
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KPMG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$348K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $131K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN ADMINISTRATOR | $38K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN ADMINISTRATOR | $22K | — |
Investments
15 direct securities· $279.0M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Balanced K Fund | — | — | — | $177.9M | 59.9% | |
| Fidelity Investments Growth Company K Fund | — | — | — | $28.7M | 9.7% | |
| Fidelity Investments 500 Index | — | — | — | $24.3M | 8.2% | |
| Western Asset Core Bond IS | — | — | — | $10.1M | 3.4% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $9.8M | 3.3% | |
| Vanguard Equity Income Adm | — | — | — | $9.1M | 3.1% | |
| New York Life Guaranteed Interest Account | — | — | — | $7.3M | 2.5% | |
| Emerald Growth Inst | — | — | — | $3.1M | 1.1% | |
| Dodge & Cox International Stock | — | — | — | $2.1M | 0.7% | |
| MFS New Discovery Value | — | — | — | $2.1M | 0.7% | |
| Fidelity Investments Small Cap Index | — | — | — | $1.7M | 0.6% | |
| Tortoise MLP & Pipeline IS | — | — | — | $1.0M | 0.3% | |
| Participant loans due from participants bearing interest at fixed rates from 4.25% to 9.5% | — | — | — | $851K | 0.3% | |
| West Loop Realty I | — | — | — | $829K | 0.3% | |
| Fidelity Investments Govt Money Market | — | — | — | $58K | <0.1% |
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