# Iteris, INC. 401(k) Plan
Source: https://planprovider.pro/companies/iteris-inc-401k-plan

> Iteris, INC.'s 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iteris, INC.

- **Sponsor EIN:** 952588496

- **Sponsor Address:** 1700 CARNEGIE AVE STE 100, SANTA ANA, CA, 927055551

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

- **Total Participants:** 503

- **Total Assets:** $97.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|503|$97.8M|$2.3M|$4.8M|

| 2023|473|$84.4M|$2.2M|$4.7M|

| 2022|465|$72.5M|$1.9M|$4.2M|

## 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|

| MORGAN STANLEY GLOBAL BANKING OPERA|CONSULTANT|$72,000|—|$72,000|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$70,741|—|$70,741|

| PENSION ASSURANCE LLP|ACCOUNTANT|$15,250|—|$15,250|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BANKING OPERA](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTANT

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $157,991

- **Estimated Expense Ratio:** 0.162% 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|$2,441,800|$72,000|—|$15,250|—|

| 2023|$152,667|$83,640|—|—|—|

| 2022|$175,146|—|—|—|—|

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