Plan Snapshot
- Plan Sponsor: Itr America, LLC
- Sponsor EIN: 262457852
- Sponsor Address: 6301 NORTHWIND PARKWAY, HOBART, IN, 46342
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $15.8M
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 | 223 | $15.8M | $454,513 | $925,687 |
| 2023 | 246 | $14.9M | $477,384 | $970,420 |
| 2022 | 259 | $12.8M | $456,145 | $1.0M |
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 |
|---|---|---|---|---|
| HORNE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE, LLP — 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 | $54,948 | — | $54,948 | — | — |
| 2023 | $47,148 | — | $47,148 | — | — |
| 2022 | $47,030 | — | — | — | $47,030 |