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Original filing (PDF)20250902075831NAL0024129616001
INTEL CORPORATION
Form 5500
FILING_RECEIVED
INTEL RETIREMENT CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 3
1 failed disclosure47% in single holding9 service providers
Active participants
13,400
Accounts w/ balance
28,506
Plan assets (EOY)
$7.3B
Net assets (EOY)
$7.3B
How this plan invests
This plan
20 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Intel Global Diversified Fund" is 47% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEL CORPORATION.
Plan sponsor
Name
INTEL CORPORATION
EIN
94-1672743
Address
1900 PRAIRIE CITY RD · M/S FM3-05 · FOLSOM, CA · 956309501
Phone
—
Industry
Manufacturingsee all
Plan administrator
Name
INTEL RETIREMENT PLANS ADMINISTRATIVE COMMITTEE
EIN
20-5001544
City
FOLSOM, CA
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INVEST INST OPS CO | 04-2647786 | — | RECORDKEEPER | $152K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $128K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $75K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $47K | — |
| CROWE LLP | 35-0921680 | — | NONE | $35K | — |
| CHRISTOPHER C GECZY | — | NEWTOWN SQUARE, PA | NONE | $35K | — |
| RVK, INC. | 93-0910652 | — | NONE | $28K | — |
| MORGAN LEWIS BROCKIUS LLP | 23-0891050 | — | NONE | $18K | — |
| PAMELA GREENWOOD | 41-4390602 | — | NONE | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| PAMELA GREENWOOD | CONFIRMATION FOR INDIRECT COMPENSATION RECEIVED |
Investments
3 direct securities · 20 pooled funds· $7.2B(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.
Common Collective Trust
$7.1B
20 holdings
Uncategorized
$157.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTEL GLOBAL DIVERSIFIED FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 012 | Common Collective Trust | — | — | $3.4B | 46.6% | |
| BLACKROCK EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $1.2B | 15.8% | |
| FIDELITY GROWTH COMMINGLED POOL FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $955.9M | 13.1% | |
| BLACKROCK RUSSELL 2500 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $328.0M | 4.5% | |
| INTEL STABLE VALUE FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 010 | Common Collective Trust | — | — | $249.0M | 3.4% | |
| BLACKROCK U.S. DEBT FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $138.1M | 1.9% | |
| Dodge & Cox Stock Fund | — | — | — | $136.4M | 1.9% | |
| INTEL TARGET DATE 2035 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 020 | Common Collective Trust | — | — | $123.8M | 1.7% | |
| INTEL TARGET DATE 2030 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 019 | Common Collective Trust | — | — | $116.7M | 1.6% | |
| BLACKROCK MSCI ACWI EX US IMI INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $109.3M | 1.5% | |
| INTEL TARGET DATE 2040 SEI TRUST COMPANY · EIN 37-6650368 / PN 021 | Common Collective Trust | — | — | $88.0M | 1.2% | |
| INTEL TARGET DATE 2025 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 018 | Common Collective Trust | — | — | $86.1M | 1.2% | |
| FIDELITY LOW-PRICED STOCK COMMINGLE FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $85.6M | 1.2% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $48.7M | 0.7% | |
| INTEL TARGET DATE 2045 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 022 | Common Collective Trust | — | — | $40.5M | 0.6% | |
| BLACKROCK INSTL TOTAL RETURN BOND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1222253 / PN 001 | Common Collective Trust | — | — | $36.2M | 0.5% | |
| INTEL TARGET DATE INCOME FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 013 | Common Collective Trust | — | — | $31.3M | 0.4% | |
| INTEL TARGET DATE 2020 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 017 | Common Collective Trust | — | — | $29.4M | 0.4% | |
| Participant loans maturing through 2033 | — | — | — | $20.8M | 0.3% | |
| INTEL TARGET DATE 2050 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 023 | Common Collective Trust | — | — | $14.1M | 0.2% | |
| INTEL TARGET DATE 2055 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 024 | Common Collective Trust | — | — | $9.9M | 0.1% | |
| INTEL TARGET DATE 2060 FUND SEI TRUST COMPANY · EIN 37-6650368 / PN 025 | Common Collective Trust | — | — | $8.3M | 0.1% | |
| BlackRock FedFund Institutional | — | — | — | $225K | <0.1% |