# Itility, LLC 401(k) Plan
Source: https://planprovider.pro/companies/itility-llc-401k-plan

> Itility, LLC's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SC & H ATTEST SERVICES, P.C.](https://planprovider.pro/provider/scandh-attest-services-pc) — 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|—|—|

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