Itasca Construction Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Itasca Construction Associates, INC.
  • Sponsor EIN: 363263077
  • Sponsor Address: 6420 CONGRESS AVENUE, SUITE 1900, BOCA RATON, FL, 33487
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $20.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$20.9M$550,403$254,251
202333$19.7M$558,818$309,671
202228$17.1M$515,453$237,410

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