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Original filing (PDF)20251015194544NAL0002832579001
INTERSECT POWER, LLC
Form 5500
FILING_RECEIVED
INTERSECT POWER 401(K) PLAN
401(k) retirement plan
Active participants
194
Accounts w/ balance
223
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
27 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSECT POWER, LLC.
Plan sponsor
Name
INTERSECT POWER, LLC
EIN
81-4540438
Address
548 MARKET ST #68743 · SAN FRANCISCO, CA · 941045401
Phone
(510) 861-6829
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NOVOGRADAC AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $155 | — |
Investments
27 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR | — | 130,246.763 | $3.5M | $3.4M | 22.9% | |
| FID FDM IDX 2050 IPR | — | 97,740.799 | $2.6M | $2.5M | 17.3% | |
| FID FDM IDX 2060 IPR | — | 122,298.407 | $2.3M | $2.2M | 15.1% | |
| FID FDM IDX 2055 IPR | — | 99,219.579 | $2.2M | $2.1M | 14.4% | |
| FID FDM IDX 2040 IPR | — | 55,266.303 | $1.4M | $1.4M | 9.2% | |
| FID 500 INDEX | — | 6,607.926 | $1.3M | $1.3M | 9.2% | |
| FID LG CAP GR IDX | — | 9,189.415 | $343K | $360K | 2.4% | |
| FID TOTAL MKT IDX | — | 1,454.723 | $234K | $235K | 1.6% | |
| FID FDM IDX 2065 IPR | — | 14,423.151 | $217K | $211K | 1.4% | |
| FID INTL INDEX | — | 2,464.745 | $125K | $117K | 0.8% | |
| FID SM CAP IDX | — | 3,184.076 | $91K | $88K | 0.6% | |
| FID FDM IDX 2035 IPR | — | 3,467.056 | $83K | $81K | 0.5% | |
| FID MID CAP IDX | — | 2,370.969 | $84K | $80K | 0.5% | |
| FID US BOND IDX | — | 6,882.612 | $71K | $70K | 0.5% | |
| PIM RAE US SM I | — | 6,164.016 | $70K | $70K | 0.5% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $70K | 0.5% | |
| MFS INTL EQUITY R6 | — | 1,788.44 | $63K | $60K | 0.4% | |
| AF NEW WORLD R6 | — | 715.175 | $60K | $55K | 0.4% | |
| GABELLI US MM I | — | 53,829.83 | $54K | $54K | 0.4% | |
| AF BOND FD AMER R6 | — | 4,488.709 | $51K | $50K | 0.3% | |
| PIF MIDCAP VAL I R6 | — | 2,682.046 | $49K | $42K | 0.3% | |
| PIF MIDCAP FUND R6 | — | 651.712 | $30K | $29K | 0.2% | |
| C&S INST REALTY SHS | — | 599.122 | $31K | $29K | 0.2% | |
| PUTN LG CAP VAL R6 | — | 797.848 | $30K | $28K | 0.2% | |
| AM CENT HIGH INC R6 | — | 2,026.404 | $18K | $18K | 0.1% | |
| FID FDM IDX 2030 IPR | — | 350.871 | $7K | $7K | <0.1% | |
| FID INFL PR BD IDX | — | 60.318 | $548 | $536 | <0.1% |