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Original filing (PDF)20251009094947NAL0006393681001
INTEGRA CONNECT NEWCO, LLC
Form 5500
FILING_RECEIVED
INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
461
Accounts w/ balance
808
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
1 pooled trust
Schedule D
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRA CONNECT NEWCO, LLC.
Plan sponsor
Name
INTEGRA CONNECT NEWCO, LLC
EIN
86-1179475
Address
501 SOUTH FLAGLER DRIVE · SUITE 600 · WEST PALM BEACH, FL · 33401
Phone
(561) 768-7472
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
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS LLC | — | TOWSON, MD | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLLARD & ASSOCIATES | 52-0909772 | — | TPA | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANGEMENT | $3K | — |
Investments
26 direct securities · 1 pooled fund· $38.1M(99% 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
$37.6M
26 holdings
Common Collective Trust
$446K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2045 Inv Registered Investment Company | — | — | — | $5.6M | 14.7% | |
| Vanguard Target Ret 2035 Inv Registered Investment Company | — | — | — | $5.1M | 13.3% | |
| Vanguard Target Ret 2040 Inv Registered Investment Company | — | — | — | $5.0M | 13.1% | |
| Vanguard Target Ret 2025 Inv Registered Investment Company | — | — | — | $4.1M | 10.6% | |
| Vanguard Target Ret 2030 Inv Registered Investment Company | — | — | — | $3.9M | 10.2% | |
| Vanguard Target Ret 2050 Inv Registered Investment Company | — | — | — | $2.8M | 7.2% | |
| Vanguard Target Ret 2055 Inv Registered Investment Company | — | — | — | $2.3M | 6.1% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $2.1M | 5.5% | |
| Vanguard Growth Index Adm Registered Investment Company | — | — | — | $1.3M | 3.3% | |
| Vanguard Target Ret 2020 Inv Registered Investment Company | — | — | — | $976K | 2.5% | |
| Vanguard Target Ret 2060 Inv Registered Investment Company | — | — | — | $636K | 1.7% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $491K | 1.3% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company | — | — | — | $487K | 1.3% | |
| Victory Sycamore Established Value R6 Registered Investment Company | — | — | — | $454K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $446K | 1.2% | |
| Vanguard Dev Mrkts Indx Adm Registered Investment Company | — | — | — | $385K | 1.0% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $306K | 0.8% | |
| American New World Fund R6 Registered Investment Company | — | — | — | $280K | 0.7% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $268K | 0.7% | |
| Vanguard Mid Cap Index Fund Admiral Registered Investment Company | — | — | — | $263K | 0.7% | |
| Vanguard Real Estate Index Adm Registered Investment Company | — | — | — | $241K | 0.6% | |
| Vanguard Equity Income Fd Adm Registered Investment Company | — | — | — | $236K | 0.6% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company | — | — | — | $187K | 0.5% | |
| Vanguard Target Ret 2065 Inv Registered Investment Company | — | — | — | $146K | 0.4% | |
| Vanguard Total Intl Bond Indx Admiral Registered Investment Company | — | — | — | $48K | 0.1% | |
| Vanguard Target Ret Inc Inv Registered Investment Company | — | — | — | $17K | <0.1% | |
| Vanguard Target Ret 2070 Inv Registered Investment Company | — | — | — | $5K | <0.1% |
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