Back to filter
Original filing (PDF)20251009060334NAL0003376675001
INTEGA, INC.
Form 5500
FILING_RECEIVED
INTEGA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
427
Accounts w/ balance
494
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGA, INC..
Plan sponsor
Name
INTEGA, INC.
EIN
84-2286408
Address
920 MEMORIAL CITY WAY, STE 900 · HOUSTON, TX · 77024
Phone
(713) 458-7613
Industry
Engineering 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
2025-10-09
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT | 56-0574444 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
24 direct securities · 5 pooled funds· $41.8M(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
$35.6M
24 holdings
Common Collective Trust
$6.0M
4 holdings
Pooled Separate Account
$225K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Vang Target Ret 2035 | — | — | — | $4.8M | 11.5% | |
| Vanguard Vang Target Ret 2030 | — | — | — | $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 | — | — | — | $3.5M | 8.5% | |
| Vanguard Vang Target Ret 2025 | — | — | — | $3.3M | 7.9% | |
| Vanguard Vang Target Ret 2050 | — | — | — | $3.0M | 7.1% | |
| Vanguard Vang Target Ret 2045 | — | — | — | $2.3M | 5.5% | |
| Vanguard Vang Target Ret 2040 | — | — | — | $2.1M | 5.2% | |
| Vanguard Vang Target Ret 2020 | — | — | — | $1.4M | 3.3% | |
| Fidelity Management Trust Company BrokerageLink Accounts | — | — | — | $1.3M | 3.0% | |
| MFS Investment Management Mfs Mid Cap Grth R6 | — | — | — | $1.2M | 2.9% | |
| Vanguard Vang Target Ret 2055 | — | — | — | $1.1M | 2.6% | |
| John Hancock Jh Discpl Value R6 | — | — | — | $1.0M | 2.4% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $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 | — | — | — | $796K | 1.9% | |
| American Funds Af Europac Growth R6 | — | — | — | $689K | 1.7% | |
| January 2030), secured by participant accounts $-0- | — | — | — | $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 | — | — | — | $511K | 1.2% | |
| Nationwide Geneva Nwd Gnv Smcp Gr Is | — | — | — | $498K | 1.2% | |
| Victory Integrity Vi Sm-Cap Val R6 | — | — | — | $408K | 1.0% | |
| Fidelity Management Trust Company Fid Lg Cap Gr Idx | — | — | — | $383K | 0.9% | |
| Vanguard Vang Target Ret Inc | — | — | — | $346K | 0.8% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $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 | — | — | — | $272K | 0.7% | |
| New York Life Insurance New York Life Anchor | — | — | — | $225K | 0.5% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $225K | 0.5% |