Plan Snapshot
- Plan Sponsor: Iti, INC.
- Sponsor EIN: 300074620
- Sponsor Address: 135 ROUTE 202/206, BEDMINSTER, NJ, 07921
- Plan Type: 401(k)
- Total Participants: 845
- Total Assets: $95.7M
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. |
|---|---|---|---|---|
| 2024 | 845 | $95.7M | $5.3M | $11.0M |
| 2023 | 597 | $69.4M | $4.3M | $8.9M |
| 2022 | 513 | $46.2M | $3.9M | $7.5M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $107,981 | — | — | — | — |
| 2023 | $178,764 | — | $104,808 | — | — |
| 2022 | $165,160 | — | $157,410 | — | — |