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Original filing (PDF)20251014100340NAL0001200131001
INTELERAD HOLDING USA LTD
Form 5500
FILING_RECEIVED
INTELERAD 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
341
Accounts w/ balance
419
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELERAD HOLDING USA LTD.
Plan sponsor
Name
INTELERAD HOLDING USA LTD
EIN
98-0425274
Address
305 CHURCH AT N HILLS · 6TH FLOOR · RALEIGH, NC · 27609
Phone
(614) 439-5987
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER DEALER | 22-3319984 | — | — | $32K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $16.9M(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
$16.9M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 IPR Mutual Fund | — | — | — | $2.6M | 15.3% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund | — | — | — | $2.5M | 14.6% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund | — | — | — | $2.1M | 12.6% | |
| Fidelity Freedom Index 2035 IPR Mutual Fund | — | — | — | $1.8M | 10.7% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund | — | — | — | $1.3M | 8.0% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund | — | — | — | $1.3M | 7.4% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund | — | — | — | $1.1M | 6.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $957K | 5.7% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund | — | — | — | $740K | 4.4% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $618K | 3.7% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund | — | — | — | $368K | 2.2% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $352K | 2.1% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $228K | 1.3% | |
| PIMCO RAE US Small Fund Institutional Mutual Fund | — | — | — | $118K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Mutual Fund 739 * Fidelity Freedom Index 2010 IPR Mutual Fund 415 * Fidelity Freedom Index 2015 IPR Mutual Fund 414 Gabelli US Money Market I Money Market | — | — | — | $118K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $109K | 0.6% | |
| Participant loans 4.25% - 10.50% | — | — | — | $98K | 0.6% | |
| Voya Small Cap Growth Fund R6 Mutual Fund | — | — | — | $94K | 0.6% | |
| Putnam Large Cap Value Fund R6 Mutual Fund | — | — | — | $93K | 0.5% | |
| Principal MidCap Fund R6 Mutual Fund | — | — | — | $85K | 0.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $51K | 0.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $39K | 0.2% | |
| MFS International Equity Fund R6 Mutual Fund | — | — | — | $37K | 0.2% | |
| American Century High Income R6 Mutual Fund | — | — | — | $26K | 0.2% | |
| Principal MidCap Value I R6 Mutual Fund | — | — | — | $23K | 0.1% | |
| American Funds New World Fund R6 Mutual Fund | — | — | — | $20K | 0.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $10K | <0.1% | |
| American Funds Bond Fund of America R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index Income IPR Mutual Fund | — | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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