Plan Snapshot
- Plan Sponsor: Iti Intermodal, INC.
- Sponsor EIN: 363206648
- Sponsor Address: 20012 W. SOUTH ARSENAL ROAD, WILMINGTON, IL, 60481
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $8.7M
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 | 362 | $8.7M | $492,677 | $561,804 |
| 2023 | 268 | $6.9M | $292,529 | $414,910 |
| 2022 | 251 | $5.5M | $250,214 | $368,992 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, INC. | Auditor | — | — | $0 |
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 | $48,797 | $23,473 | — | — | — |
| 2023 | $43,773 | $22,053 | — | — | — |
| 2022 | $40,295 | — | — | — | — |