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Original filing (PDF)20251002134350NAL0000336755001
INTERGALACTIC, INC. DBA BOOKMANS
Form 5500
FILING_RECEIVED
INTERGALACTIC, INC. DBA BOOKMANS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
161
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERGALACTIC, INC. DBA BOOKMANS.
Plan sponsor
Name
INTERGALACTIC, INC. DBA BOOKMANS
EIN
86-0336886
Address
310 S WILLIAMS BLVD · SUITE 340 · TUCSON, AZ · 857117707
Phone
(520) 881-1744
Industry
Retail Tradesee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BEACHFLEISCHMAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Investments
24 direct securities · 8 pooled funds· $12.2M(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
$6.9M
24 holdings
Common Collective Trust
$4.2M
2 holdings
Pooled Separate Account
$1.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.0M | 49.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.7M | 21.8% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2030 CL R | — | — | — | $731K | 9.1% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2050 CL R | — | — | — | $574K | 7.2% | |
| SEI Trust Company NUVEEN TIAA LC INDEX RET INC R | — | — | — | $543K | 6.8% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2020 CL R | — | — | — | $467K | 5.8% | |
| Vanguard Group Vanguard US Growth Admiral Fund | — | — | — | $437K | 5.4% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2035 CL R | — | — | — | $421K | 5.2% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2045 CL R | — | — | — | $341K | 4.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $288K | 3.6% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2040 CL R | — | — | — | $267K | 3.3% | |
| Fidelity Investments Fidelity U.S. Sust Idx Fund | — | — | — | $247K | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $230K | 2.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $223K | 2.8% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2060 CL R | — | — | — | $212K | 2.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $205K | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $203K | 2.5% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2055 CL R | — | — | — | $178K | 2.2% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2025 CL R | — | — | — | $165K | 2.1% | |
| balances. 0 | — | — | — | $115K | 1.4% | |
| SEI Trust Company NUVEEN TIAA LC INDEX 2065 CL R | — | — | — | $83K | 1.0% | |
| Principal Life Insurance Company Principal Diversified International Sep Acct | — | — | — | $78K | 1.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $78K | 1.0% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $67K | 0.8% | |
| (E) | — | — | $78K | $67K | 0.8% | |
| PGIM Investments PGIM High Yield R6 Fund | — | — | — | $63K | 0.8% | |
| Vanguard Group Vanguard Strategic Equity | — | — | — | $53K | 0.7% | |
| Fidelity Investments Fidelity Adv Intl Small Cap Z Fund | — | — | — | $47K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $24K | 0.3% | |
| Oppenheimer Invesco Oppenheim Gold & Special Minerals | — | — | — | $8K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $2K | <0.1% |
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