# Itg Brands, LLC 401(k) Plan
Source: https://planprovider.pro/companies/itg-brands-llc-401k-plan-001

> Itg Brands, LLC's 401(k) plan: 1,810 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Itg Brands, LLC

- **Sponsor EIN:** 942994213

- **Sponsor Address:** 628 GREEN VALLEY ROAD, GREENSBORO, NC, 27408

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

- **Total Participants:** 1,810

- **Total Assets:** $397.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,810|$397.9M|$13.9M|$12.5M|

| 2023|1,502|$368.0M|$13.3M|$11.7M|

| 2022|1,461|$335.4M|$12.6M|$11.1M|

## 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|

| FINANCIAL ENGINES|ADVISOR|$103,124|—|$103,124|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$86,871|—|$86,871|

| MMA SECURITIES LLC|CONSULTANT|$70,095|—|$70,095|

| CBIZ CPAS P.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260,090

- **Estimated Expense Ratio:** 0.065% 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|$259,820|$103,124|$600|—|—|

| 2023|$255,430|$89,187|$1,200|—|—|

| 2022|$286,580|—|—|—|—|

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