Its Technologies & Logistics, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Its Technologies & Logistics, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Its Technologies & Logistics, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Its Technologies & Logistics, LLC under EIN 36-4427852 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,438 participants and $52,701,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Its Technologies & Logistics, LLC
- EIN
- 36-4427852
- Plan number
- 002
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 3,438
- End-of-year plan assets
- $52,701,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,438 | H, C | 20241002142522NAL0008926737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,701,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,701,868
- Net assets (BOY)
- $45,526,899
Income & contributions
- Employer contributions
- $1,719,466
- Participant contributions
- $3,871,075
- Total contributions
- $6,171,920
- Total income / additions
- $13,566,641
Expenses & distributions
- Benefits paid
- $6,054,749
- Administrative expenses
- $268,409
- Total expenses
- $6,391,672
- Net increase / (decrease)
- $7,174,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $182,259 | $0 | 2023 |
| Crowellp | ACCOUNTANT | $45,525 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $40,625 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Its Technologies & Logistics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- Principal Life Insurance Company — Schedule C compensation
- Crowellp — Schedule C compensation
- Kestra Advisory Services — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation