# Banco Itau International 401(k) Plan
Source: https://planprovider.pro/companies/banco-itau-international-401k-plan

> Banco Itau International's 401(k) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banco Itau International

- **Sponsor EIN:** 042488669

- **Sponsor Address:** 200 S BISCAYNE BLVD, MIAMI, FL, 33131

- **Plan Type:** 401(k)

- **Total Participants:** 274

- **Total Assets:** $61.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|274|$61.1M|$2.4M|$3.5M|

| 2023|266|$53.9M|$2.2M|$3.5M|

| 2022|251|$42.0M|$2.2M|$3.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$22,000|—|$22,000|

| BERKOWITZ POLLACK BRANT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERKOWITZ POLLACK BRANT](https://planprovider.pro/provider/berkowitz-pollack-brant) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,000

- **Estimated Expense Ratio:** 0.036% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,550|$22,000|—|—|—|

| 2023|$24,686|$22,000|—|—|—|

| 2022|$67,278|—|—|—|—|

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