Sonja Jordan signed Intega, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intega, Inc.'s EIN is 84-2286408.
Download the official 2024 Form 5500 (PDF) for Intega, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intega, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, a self-directed brokerage window.
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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT | 56-0574444 | — | ACCOUNTANT/AUDITOR | $21K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Vang Target Ret 2035 | Mutual Funds | — | — | $4.8M | 11.5% | |
| Vanguard Vang Target Ret 2030 | Mutual Funds | — | — | $4.7M | 11.3% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $4.2M | 10.2% | |
| Harbor Capital Advisors Harbor Cap App Ret | Other securities | — | — | $3.5M | 8.5% | |
| Vanguard Vang Target Ret 2025 | Mutual Funds | — | — | $3.3M | 7.9% | |
| Vanguard Vang Target Ret 2050 | Mutual Funds | — | — | $3.0M | 7.1% | |
| Vanguard Vang Target Ret 2045 | Mutual Funds | — | — | $2.3M | 5.5% | |
| Vanguard Vang Target Ret 2040 | Mutual Funds | — | — | $2.1M | 5.2% | |
| Vanguard Vang Target Ret 2020 | Mutual Funds | — | — | $1.4M | 3.3% | |
| Fidelity Management Trust Company BrokerageLink Accounts | Mutual Funds | — | — | $1.3M | 3.0% | |
| MFS Investment Management Mfs Mid Cap Grth R6 | Mutual Funds | — | — | $1.2M | 2.9% | |
| Vanguard Vang Target Ret 2055 | Mutual Funds | — | — | $1.1M | 2.6% | |
| John Hancock Jh Discpl Value R6 | Other securities | — | — | $1.0M | 2.4% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | Mutual Funds | — | — | $925K | 2.2% | |
| NT EXT EQ MKT IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $909K | 2.2% | |
| MFS Investment Management Mfs Mid Cap Value R6 | Mutual Funds | — | — | $796K | 1.9% | |
| American Funds Af Europac Growth R6 | Mutual Funds | — | — | $689K | 1.7% | |
| January 2030), secured by participant accounts $-0- | Other securities | — | — | $613K | 1.5% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $555K | 1.3% | |
| Vanguard Vang Target Ret 2060 | Mutual Funds | — | — | $511K | 1.2% | |
| Nationwide Geneva Nwd Gnv Smcp Gr Is | Other securities | — | — | $498K | 1.2% | |
| Victory Integrity Vi Sm-Cap Val R6 | Other securities | — | — | $408K | 1.0% | |
| Fidelity Management Trust Company Fid Lg Cap Gr Idx | Common Collective Trusts | — | — | $383K | 0.9% | |
| Vanguard Vang Target Ret Inc | Mutual Funds | — | — | $346K | 0.8% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $303K | 0.7% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $296K | 0.7% | |
| Vanguard Vang Target Ret 2065 | Mutual Funds | — | — | $272K | 0.7% | |
| New York Life Insurance New York Life Anchor | Other securities | — | — | $225K | 0.5% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $225K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
