# Itg Brands, LLC DB Plan
Source: https://planprovider.pro/companies/itg-brands-llc-plan-004

> Itg Brands, LLC's DB plan: 269 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, 274087018

- **Plan Type:** DB

- **Total Participants:** 269

- **Total Assets:** $330.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|269|$330.7M|$0|$0|

| 2023|283|$437.1M|$0|$0|

| 2022|317|$445.3M|$0|$0|

## 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|

| MERCER INVESTMENTS LLC|NONE|$663,803|—|$663,803|

| BUCK GLOBAL LLC|NONE|$418,655|—|$418,655|

| ELLIOTT INVESTMENT MANAGEMENT L.P.|NONE|$322,576|—|$322,576|

| THE NORTHERN TRUST COMPANY|NONE|$107,121|—|$107,121|

| KPMG|NONE|$106,219|—|$106,219|

| CBIZ CPAS P.C.|NONE|$36,225|—|$36,225|

### Verified Provider Profiles

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

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,654,599

- **Estimated Expense Ratio:** 0.500% 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|$3,994,003|$990,842|—|$36,225|—|

| 2023|$1,875,084|$704,011|—|$39,230|—|

| 2022|$2,359,472|$681,711|—|—|$1,424,917|

## Similar Plans

- [Itg Cigars, INC.](https://planprovider.pro/companies/itg-cigars-inc-plan-020) — 270 participants

- [Itg Brands, LLC](https://planprovider.pro/companies/itg-brands-llc-401k-plan-003) — 287 participants

- [Liggett Group INC.](https://planprovider.pro/companies/liggett-group-inc-401k-plan) — 211 participants

- [Tobacco Rag Processors, INC.](https://planprovider.pro/companies/tobacco-rag-processors-inc-plan-002) — 193 participants

- [Cheyenne International L L C](https://planprovider.pro/companies/cheyenne-international-l-l-c-401k-plan) — 177 participants

- [Pyxus International, INC.](https://planprovider.pro/companies/pyxus-international-inc-401k-plan) — 382 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/itg-brands-llc-plan-004)

© 2026 PlanProvider.Pro