Eric Hales signed Integris' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integris' EIN is 73-1192764.
Download the official 2024 Form 5500 (PDF) for Integris from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integris' plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | -$348K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $131K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Balanced K Fund | Mutual Funds | — | — | $177.9M | 59.9% | |
| Fidelity Investments Growth Company K Fund | Mutual Funds | — | — | $28.7M | 9.7% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $24.3M | 8.2% | |
| Western Asset Core Bond IS | Other securities | — | — | $10.1M | 3.4% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $9.8M | 3.3% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $9.1M | 3.1% | |
| New York Life Guaranteed Interest Account | Other securities | — | — | $7.3M | 2.5% | |
| Emerald Growth Inst | Other securities | — | — | $3.1M | 1.1% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $2.1M | 0.7% | |
| MFS New Discovery Value | Mutual Funds | — | — | $2.1M | 0.7% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $1.7M | 0.6% | |
| Tortoise MLP & Pipeline IS | Other securities | — | — | $1.0M | 0.3% | |
| Participant loans due from participants bearing interest at fixed rates from 4.25% to 9.5% | Bonds / Notes | — | — | $851K | 0.3% | |
| West Loop Realty I | Other securities | — | — | $829K | 0.3% | |
| Fidelity Investments Govt Money Market | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN ADMINISTRATOR | $38K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN ADMINISTRATOR | $22K | — |
