Plan Ledger DOL Form 5500 · updated monthly

Itg Brands, LLC401(k)

ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Itg Brands, LLC reported $259,820 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,689 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 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 75th-largest of 2,005 plans among North Carolina employers on file, and the 676th of 13,661 in manufacturing. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 1,461 to 1,810 since 2022.

Plan summary
Net assets, end of year$397,930,625
Participants with balances2,201
Active participants1,810
Employer contributions$13,916,759
Employee contributions$12,503,933
Employer contribution per active participant$7,689
Average account balance$180,795
Benefits paid to participants$40,708,524
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$397.9M · 2,201 accts · $13.9M emplr
2023$368.0M · 2,024 accts · $13.3M emplr
2022$335.4M · 2,026 accts · $12.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,601
Investment management$103,124
Total administrative$259,820
The Itg Brands, LLC 401(k) match · 2024
Employer contribution per active participant$7,689
Median for plans this size$4,294
2024$7,689 per active participant
2023$8,857 per active participant
2022$8,625 per active participant

Itg Brands, LLC'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 · 20243
FINANCIAL ENGINES · Investment advisory (plan)$103,124
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$86,871
MMA SECURITIES LLC · Consulting$70,095

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$259,820 · 0.07%
2023$255,430 · 0.07%
2022$286,580 · 0.08%
All plans at this employer2
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN401(k)
PROFIT SHARING PLAN FOR ITG BRANDS, LLC HOURLY PAID EMPLOYEES401(k)
Same employer
Similar plansManufacturing · North Carolina
Andritz Inc. NC$478.6M · 0.29%
Ng Operations, LLC NC$466.6M · 0.06%
Enpro Inc. NC$373.1M · 0.09%
Clariant Corporation NC$329.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942994213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.