Plan Snapshot
- Plan Sponsor: Itg Transportation Services, INC.
- Sponsor EIN: 363860725
- Sponsor Address: 1500 EISENHOWER LN.,, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $3.6M
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. |
|---|---|---|---|---|
| 2023 | 105 | $3.6M | $0 | $540,700 |
| 2022 | 142 | $3.1M | $0 | $437,368 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,728 | — | $30,728 |
| HUNTINGTON NATIONAL BANK | Investment Advisor | $23,652 | — | $23,652 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,380
- Estimated Expense Ratio: 1.525% 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 |
|---|---|---|---|---|---|
| 2023 | $34,026 | $18,662 | — | — | — |
| 2022 | $31,435 | $2,491 | — | — | — |