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Original filing (PDF)20251014150227NAL0003106337001

INTEGRIS BIOSERVICES, LLC

Form 5500
FILING_RECEIVED
KCAS BIOANALYTICAL AND BIOMARKER SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
338
Accounts w/ balance
338
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 50 bps in Schedule C fees — 73% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRIS BIOSERVICES, LLC.
Plan sponsor
Name
INTEGRIS BIOSERVICES, LLC
EIN
83-2388558
Address
10830 S. CLAY BLAIR BLVD · OLATHE, KS · 66061
Phone
(913) 248-3000
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$50K
TWO WEST CAPITAL ADVISORS LLC27-3055170NONE$40K

Investments

23 direct securities · 2 pooled funds· $34.4M(100% of reported assets)

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.

Uncategorized
$17.8M
23 holdings
Pooled Separate Account
$16.6M
1 holding
Common Collective Trust
$0
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEPARATE ACCOUNT A
STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005
Pooled Separate Account
$16.6M92.9%
Fidelity 500 Index Pooled separate account$3.5M19.8%
Vanguard Developed Markets Index Pooled separate account$2.9M16.3%
Fidelity US Bond Index Pooled separate account$2.2M12.2%
NYLI Winslow Large Cap Growth Pooled separate account$2.1M12.0%
Vanguard Equity Income Pooled separate account$1.5M8.3%
Putnam Stable Value 25 Collective investment fund$1.1M6.0%
Vanguard Small Cap Index Pooled separate account$944K5.3%
MFS Mid Cap Value Pooled separate account$807K4.5%
T.Rowe Price Mid-Cap Growth Pooled separate account$623K3.5%
Vanguard Wellington Fund Pooled separate account$481K2.7%
T.Rowe Price Retirement I 2030 I Pooled separate account$279K1.6%
T.Rowe Price Retirement I 2020 I Pooled separate account$208K1.2%
T.Rowe Price New Horizons Pooled separate account$203K1.1%
T.Rowe Price Retirement I 2040 I Pooled separate account$134K0.7%
Standard Insurance Company Dodge & Cox Income Pooled separate account$130K0.7%
Various participants, interest rate * Notes receivable from participants range of 3.25% to 8.50%$124K0.7%
Vanguard Explorer Pooled separate account$110K0.6%
Hartford Internationall Opportunities Pooled separate account$104K0.6%
Vanguard Small Cap Value Index Pooled separate account$101K0.6%
Fidelity Mid Cap Index Pooled separate account$98K0.5%
T.Rowe Price Retirement I 2050 I Pooled separate account$56K0.3%
T.Rowe Price Retirementment Balanced Pooled separate account$24K0.1%
Fidelity Intermediate Treasury Bond Index Pooled separate account$17K<0.1%
PUTNAM STABLE VALUE FUND
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$0<0.1%

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