Plan Snapshot
- Plan Sponsor: Itr Industries, INC. & Affiliates
- Sponsor EIN: 133070360
- Sponsor Address: 441 SAW MILL RIVER ROAD, YONKERS, NY, 10701
- Plan Type: 401(k)
- Total Participants: 487
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 487 | $28.4M | $690,780 | $1.6M |
| 2023 | 431 | $24.6M | $609,244 | $1.5M |
| 2022 | 355 | $22.4M | $556,746 | $1.4M |
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 |
|---|---|---|---|---|
| ROBERT ALLGIER, CPA | 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 | $50,400 | $23,125 | — | — | — |
| 2023 | $47,633 | $176 | — | — | — |
| 2022 | $48,513 | — | $48,513 | — | — |