Plan Snapshot
- Plan Sponsor: Itility, LLC
- Sponsor EIN: 320021933
- Sponsor Address: 14840 CONFERENCE CENTER DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $10.3M
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 | 181 | $10.3M | $449,946 | $1.2M |
| 2023 | 190 | $8.5M | $451,897 | $1.2M |
| 2022 | 219 | $6.2M | $450,906 | $1.3M |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | NONE | $31,781 | — | $31,781 |
| THE VANGUARD GROUP, INC. | NONE | $9,356 | — | $9,356 |
| SC & H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- 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: $41,137
- Estimated Expense Ratio: 0.399% 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 | $41,137 | $31,781 | $9,356 | — | — |
| 2023 | $29,302 | $25,212 | $4,090 | — | — |
| 2022 | $31,327 | $27,757 | $3,570 | — | — |