Kritika Sharma signed Integreon Intermediate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integreon Intermediate, LLC's EIN is 88-3709723.
Download the official 2024 Form 5500 (PDF) for Integreon Intermediate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integreon Intermediate, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | -$29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.1M | 14.7% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $1.9M | 13.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $970K | 6.7% | |
| Fidelity OTC Portfolio Fund | Mutual Funds | — | — | $912K | 6.3% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $745K | 5.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $734K | 5.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $699K | 4.9% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $635K | 4.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $585K | 4.1% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $545K | 3.8% | |
| MFS Value Fund | Mutual Funds | — | — | $498K | 3.5% | |
| Fidelity Money Market Trust Government Fund | Mutual Funds | — | — | $472K | 3.3% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $460K | 3.2% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $424K | 2.9% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $401K | 2.8% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $396K | 2.8% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $300K | 2.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $293K | 2.0% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $236K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $155K | 1.1% | |
| MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $149K | 1.0% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $142K | 1.0% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $127K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund Class A | Other securities | — | — | $124K | 0.9% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $122K | 0.8% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $86K | 0.6% | |
| Fidelity Freedom Income Fund K | Mutual Funds | — | — | $82K | 0.6% | |
| Clear Bridge Small Cap Growth Fund Cl A | Common Stocks | — | — | $8K | <0.1% | |
| Fidelity Freedom 2020 fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
