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Original filing (PDF)20250929050812NAL0010922609001
INTEGRIS, LLC
Form 5500
FILING_RECEIVED
INTEGRIS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
575
Accounts w/ balance
639
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRIS, LLC.
Plan sponsor
Name
INTEGRIS, LLC
EIN
86-3175244
Address
1 CORPORATE DR. UNIT H · CRANBURY, NJ · 08512
Phone
(512) 265-8968
Industry
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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $52K | — |
Investments
34 direct securities· $30.4M(100% of reported assets)
Uncategorized
$30.0M
32 holdings
Registered Investment Companies
$320K
1 holding
Common Stocks
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid Free Indx 2045 Ip Mutual Fund | — | — | — | $4.9M | 16.2% | |
| Fid Free Indx 2040 Ip Mutual Fund | — | — | — | $3.8M | 12.5% | |
| Fid Free Indx 2055 Ip Mutual Fund | — | — | — | $3.4M | 11.2% | |
| Fid Free Indx 2050 Ip Mutual Fund | — | — | — | $3.2M | 10.6% | |
| Fid 500 Ind Mutual Fund | — | — | — | $2.9M | 9.6% | |
| Fid Free Indx 2035 Ip Mutual Fund | — | — | — | $2.4M | 7.7% | |
| Fid Free Indx 2025 Ip Mutual Fund | — | — | — | $2.2M | 7.2% | |
| Fid Free Indx 2060 Ip Mutual Fund | — | — | — | $1.4M | 4.7% | |
| Fid Free Indx 2030 Ip Mutual Fund | — | — | — | $1.2M | 4.1% | |
| Vanguard Us Growth Fund Adm Mutual Fund | — | — | — | $601K | 2.0% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $573K | 1.9% | |
| Fid Free Index 2065 Ip Mutual Fund | — | — | — | $465K | 1.5% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | — | — | — | $458K | 1.5% | |
| Fid Mid Cap Index Mutual Fund | — | — | — | $332K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $320K | 1.1% | |
| Vang Equity Inc Adm Mutual Fund | — | — | — | $301K | 1.0% | |
| Fid Us Bond Ind Mutual Fund | — | — | — | $278K | 0.9% | |
| Ab Small Cap Growth Port Z Mutual Fund | — | — | — | $260K | 0.9% | |
| Vanguard Tot Intl Stk Ind Adm Mutual Fund | — | — | — | $249K | 0.8% | |
| Fid Free Indx Income Ip Mutual Fund | — | — | — | $238K | 0.8% | |
| Amerfunds Amer Balanced - R6 Mutual Fund | — | — | — | $172K | 0.6% | |
| Vanguard Federal Mm Inv Mutual Fund | — | — | — | $172K | 0.6% | |
| American Beacon Sm Cp Vl R6 Mutual Fund | — | — | — | $146K | 0.5% | |
| s, Unit Investment Trusts and Other * Self-Directed Brokerage Acct Assets | Common Stocks | — | — | $88K | 0.3% | |
| Fid Free Indx 2020 Ip Mutual Fund | — | — | — | $67K | 0.2% | |
| American Funds Europac Gro- R6 Mutual Fund | — | — | — | $56K | 0.2% | |
| Allspring Special Mc Val R6 Mutual Fund | — | — | — | $32K | 0.1% | |
| Fid Free Indx 2015 Ip Mutual Fund | — | — | — | $29K | <0.1% | |
| Baird Core Plus Bond Instl Mutual Fund | — | — | — | $22K | <0.1% | |
| Pim Glob Bd Opp Usdhdg - Inst Mutual Fund | — | — | — | $14K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Fid Freedom Ind2010 Instl Prem Mutual Fund | — | — | — | $1K | <0.1% |
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