Plan Snapshot
- Plan Sponsor: Its Technologies & Logistics, LLC
- Sponsor EIN: 364427852
- Sponsor Address: 999 OAKMONT PLAZA DRIVE, WESTMONT, IL, 60559
- Plan Type: 401(k)
- Total Participants: 2,213
- Total Assets: $58.6M
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 | 2,213 | $58.6M | $1.8M | $4.2M |
| 2023 | 3,174 | $52.7M | $1.7M | $3.9M |
| 2022 | 2,765 | $45.5M | $1.8M | $3.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $15,225 | — | $15,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,225
- Estimated Expense Ratio: 0.026% 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 | $253,876 | $32,500 | $206,151 | $15,225 | — |
| 2023 | $268,409 | $40,625 | $182,259 | $45,525 | — |
| 2022 | $230,014 | $11,500 | $184,939 | — | $33,575 |