Plan Ledger DOL Form 5500 · updated monthly

Ita Group Holdings, Inc.ESOP

ITA GROUP HOLDINGS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN · WEST DES MOINES, IA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ita Group Holdings, Inc. reported $232,357 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $9,870 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 27th-largest of 878 plans among Iowa employers on file, and the 439th of 11,654 in professional & technical services. active participation has grown from 745 to 885 since 2022.

Plan summary
Net assets, end of year$398,787,874
Participants with balances934
Active participants885
Employer contributions$8,735,000
Employee contributions—
Employer contribution per active participant$9,870
Average account balance$426,968
Benefits paid to participants$15,488,183
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$398.8M · 934 accts · $8.7M emplr
2023$339.0M · 927 accts · $7.9M emplr
2022$293.1M · 772 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,981
Audit (IQPA)$23,525
Trustee / custodial$115,296
Total administrative$232,357
Employer contributions to the Ita Group Holdings, Inc. plan · 2024
Employer contribution per active participant$9,870
Median for plans this size$4,294
2024$9,870 per active participant
2023$8,853 per active participant
2022$8,503 per active participant

Ita Group Holdings, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL · Recordkeeping$50,981
GREATBANC · Trustee$115,296
BVA · Valuation$34,484
RSM · Accounting / audit$23,525
NYEMASTER · Legal$8,071

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$232,357 · 0.06%
2023$245,038 · 0.08%
2022$226,800 · 0.08%
Similar plansProfessional & Technical Services · Iowa
Rsm US, LLP IA$3.4B · 0.05%
Src, Inc. NY$400.1M · 0.05%
Burr & Forman LLP AL$399.4M · 0.05%
Ipsos America, Inc CT$398.8M · 0.07%
National Academy of Sciences DC$398.2M · 0.07%
Carollo Engineers, Inc. AZ$398.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822560400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.