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Original filing (PDF)20251009141322NAL0006704289001
INTRATEK COMPUTER, INC.
Form 5500
FILING_RECEIVED
INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
113
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTRATEK COMPUTER, INC..
Plan sponsor
Name
INTRATEK COMPUTER, INC.
EIN
95-4208805
Address
9950 IRVINRE CENTER DR. · IRVINE, CA · 92618
Phone
(949) 334-4200
Industry
Manufacturingsee 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
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL MARKETS IQ LLC | 30-0631599 | — | ADVISOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALMICH & ASSOCIATES | 33-0526284 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
34 direct securities · 1 pooled fund· $6.4M(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
$6.2M
34 holdings
Common Collective Trust
$187K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID ST TR BD IDX * Mutual fund 640 FID INTM TR BD IDX * Mutual fund 627 FID LT TR BD IDX * Mutual fund 302 FA MATERIALS I * Mutual fund 69 FA STRAT DIV INC I * Mutual fund 65 FID TREAS MM DM CL * Interest-bearing cash | — | — | — | $1.3M | 20.8% | |
| FA TECHNOLOGY I * Mutual fund | — | — | — | $1.0M | 16.4% | |
| FID 500 INDEX * Mutual fund | — | — | — | $811K | 12.7% | |
| FA NEW INSIGHTS I * Mutual fund | — | — | — | $545K | 8.5% | |
| FID EXTD MKT IDX * Mutual fund | — | — | — | $299K | 4.7% | |
| FA EQUITY INCOME I * Mutual fund | — | — | — | $244K | 3.8% | |
| FA FREEDOM 2035 Z * Mutual fund | — | — | — | $232K | 3.6% | |
| FA FREEDOM 2020 Z * Mutual fund | — | — | — | $206K | 3.2% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $187K | 2.9% | |
| FA STRAT INCOME I * Mutual fund | — | — | — | $166K | 2.6% | |
| TRP HEALTH SCIENCES Mutual fund | — | — | — | $160K | 2.5% | |
| FA FREEDOM 2040 Z * Mutual fund | — | — | — | $137K | 2.1% | |
| FA SMALL CAP I * Mutual fund | — | — | — | $124K | 1.9% | |
| FA FREEDOM 2055 Z * Mutual fund | — | — | — | $119K | 1.9% | |
| FA FREEDOM 2030 Z * Mutual fund | — | — | — | $87K | 1.4% | |
| FA DIVERS INTL I * Mutual fund | — | — | — | $76K | 1.2% | |
| FA FREEDOM 2015 Z * Mutual fund | — | — | — | $74K | 1.2% | |
| FA FREEDOM 2025 Z * Mutual fund | — | — | — | $71K | 1.1% | |
| Participant Loans (maturing through April 2028) * Interest rates: 4.25 - 9.5% | — | — | — | $69K | 1.1% | |
| FA FREEDOM 2045 Z * Mutual fund | — | — | — | $64K | 1.0% | |
| INVS DIVD INC R6 Mutual fund | — | — | — | $64K | 1.0% | |
| FA HEALTH CARE I * Mutual fund | — | — | — | $59K | 0.9% | |
| FA INTL SM CAP I * Mutual fund | — | — | — | $39K | 0.6% | |
| FA CAPITAL & INC I * Mutual fund | — | — | — | $33K | 0.5% | |
| FA FREEDOM 2065 Z * Mutual fund | — | — | — | $33K | 0.5% | |
| FA FREEDOM 2060 Z * Mutual fund | — | — | — | $30K | 0.5% | |
| TRP CAP APPRECIATION Mutual fund | — | — | — | $24K | 0.4% | |
| FA FINANCIALS I * Mutual fund | — | — | — | $17K | 0.3% | |
| CBA SM CAP GR I Mutual fund | — | — | — | $16K | 0.3% | |
| PIM SP INTL US$H IS Mutual fund | — | — | — | $10K | 0.2% | |
| FA FREEDOM 2050 Z * Mutual fund | — | — | — | $6K | <0.1% | |
| FA MID CAP VALUE I * Mutual fund | — | — | — | $5K | <0.1% | |
| FA REAL ESTATE I * Mutual fund | — | — | — | $2K | <0.1% | |
| FA FREEDOM INC Z * Mutual fund | — | — | — | $2K | <0.1% | |
| FA MEGA CAP STK I * Mutual fund | — | — | — | $1K | <0.1% |
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