Plan Ledger DOL Form 5500 · updated monthly

Iti Intermodal, Inc.401(k)

ITI INTERMODAL 401(K) RETIREMENT PLAN · WILMINGTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Iti Intermodal, Inc. reported $48,797 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $1,361 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 0.69% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,512th of 3,702), and 1,786th of 3,341 in other services. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 251 to 362 since 2022.

Plan summary
Net assets, end of year$8,709,186
Participants with balances338
Active participants362
Employer contributions$492,677
Employee contributions$561,804
Employer contribution per active participant$1,361
Average account balance$25,767
Benefits paid to participants$476,995
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 338 accts · $493K emplr
2023$6.9M · 145 accts · $293K emplr
2022$5.5M · 152 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,324
Investment management$23,473
Total administrative$48,797
The Iti Intermodal, Inc. 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$1,313
2024$1,361 per active participant
2023$1,092 per active participant
2022$997 per active participant

Iti Intermodal, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
NADLER FINANCIAL GROUP · Investment advisory (plan)$25,473
FIDELITY INVESTMENTS INS. OPER. CO · Loan processing$25,324

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$48,797 · 0.63%
2023$43,773 · 0.71%
2022$40,295 · 0.69%
Same employer
Similar plansOther Services · Illinois
Safer Foundation IL$9.3M · 0.67%
New Star, Inc. IL$9.1M · 0.67%
Bolin Enterprises, Inc. IL$8.5M · 0.52%
USA Environment LP IL$8.3M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363206648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.