Nicolas Spicer signed Intersect Power, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intersect Power, LLC's EIN is 81-4540438.
Download the official 2024 Form 5500 (PDF) for Intersect Power, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intersect Power, 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 | $155 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $3.5M | $3.4M | 22.9% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $2.6M | $2.5M | 17.3% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $2.3M | $2.2M | 15.1% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $2.2M | $2.1M | 14.4% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $1.4M | $1.4M | 9.2% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.3M | $1.3M | 9.2% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $343K | $360K | 2.4% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $234K | $235K | 1.6% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $217K | $211K | 1.4% | |
| FID INTL INDEX | Mutual Funds | — | $125K | $117K | 0.8% | |
| FID SM CAP IDX | Common Collective Trusts | — | $91K | $88K | 0.6% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $83K | $81K | 0.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $84K | $80K | 0.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $71K | $70K | 0.5% | |
| PIM RAE US SM I | Other securities | — | $70K | $70K | 0.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $70K | 0.5% | |
| MFS INTL EQUITY R6 | Mutual Funds | — | $63K | $60K | 0.4% | |
| AF NEW WORLD R6 | Other securities | — | $60K | $55K | 0.4% | |
| GABELLI US MM I | Other securities | — | $54K | $54K | 0.4% | |
| AF BOND FD AMER R6 | Other securities | — | $51K | $50K | 0.3% | |
| PIF MIDCAP VAL I R6 | Other securities | — | $49K | $42K | 0.3% | |
| PIF MIDCAP FUND R6 | Other securities | — | $30K | $29K | 0.2% | |
| C&S INST REALTY SHS | Common Stocks | — | $31K | $29K | 0.2% | |
| PUTN LG CAP VAL R6 | Other securities | — | $30K | $28K | 0.2% | |
| AM CENT HIGH INC R6 | Common Stocks | — | $18K | $18K | 0.1% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $7K | $7K | <0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $548 | $536 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
