LUCY Acevedo signed Integra CI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integra CI, Inc.'s EIN is 98-0476814.
Download the official 2024 Form 5500 (PDF) for Integra CI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integra CI, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RECORDEKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Cash Reserve Fund Money market fund, 3,806,499 shares | Mutual Funds | — | — | $3.8M | 44.0% | |
| Fidelity Discipline Equity Fund Mutual fund, 25,215 shares | Mutual Funds | — | — | $1.7M | 19.6% | |
| Fidelity Equity Dividend Income Fund Mutual fund, 49,546 shares | Mutual Funds | — | — | $1.4M | 16.1% | |
| Fidelity Intermediate Bond Fund Mutual fund, 102,162 shares | Mutual Funds | — | — | $1.0M | 11.9% | |
| Notes receivable from participants 75 loans, interest at prime rate plus 1% | Other securities | — | — | $379K | 4.4% | |
| BPPR Open Account Money market fund, 290,304 shares | Cash / Money Market | — | — | $290K | 3.4% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
