# Itr Industries, INC. & Affiliates 401(k) Plan
Source: https://planprovider.pro/companies/itr-industries-inc-affiliates-401k-plan

> Itr Industries, INC. & Affiliates's 401(k) plan: 487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| USI CONSULTING GROUP|N/A|$50,400|—|$50,400|

| 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:** $50,400

- **Estimated Expense Ratio:** 0.178% 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|$50,400|$23,125|—|—|—|

| 2023|$47,633|$176|—|—|—|

| 2022|$48,513|—|$48,513|—|—|

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