Plan Ledger DOL Form 5500 · updated monthly

Its Technologies & Logistics, LLC401(k)

ITS TECHNOLOGIES & LOGISTICS, LLC 401(K) RETIREMENT SAVINGS PLAN · WESTMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Its Technologies & Logistics, LLC reported $253,876 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $807 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 3 years on file its reported administrative ratio has held roughly steady near 0.456%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 812th-largest of 3,702 plans among Illinois employers on file, and the 348th of 2,677 in transportation & warehousing. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has shrunk from 2,765 to 2,213 since 2022.

Plan summary
Net assets, end of year$58,567,917
Participants with balances1,461
Active participants2,213
Employer contributions$1,785,148
Employee contributions$4,249,731
Employer contribution per active participant$807
Average account balance$40,088
Benefits paid to participants$9,146,049
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.6M · 1,461 accts · $1.8M emplr
2023$52.7M · 1,487 accts · $1.7M emplr
2022$45.5M · 1,374 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$206,151
Investment management$32,500
Audit (IQPA)$15,225
Total administrative$253,876
The Its Technologies & Logistics, LLC 401(k) match · 2024
Employer contribution per active participant$807
Median for plans this size$3,635
2024$807 per active participant
2023$542 per active participant
2022$647 per active participant

Its Technologies & Logistics, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$206,151
KESTRA ADVISORY SERVICES · Investment advisory (plan)$32,500
CROWE LLP · Accounting / audit$15,225
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$253,876 · 0.46%
2023$268,409 · 0.55%
2022$230,014 · 0.46%
Same employer
Similar plansTransportation & Warehousing · Illinois
Quantix Scs, LLC IL$85.2M · 0.15%
Stg Logistics, Inc. IL$63.9M · 0.50%
Cassens Transport Company IL$61.5M · 0.24%
Beelman Truck Company IL$45.1M · 0.58%
Redwood Logistics, LLC IL$44.7M · 0.40%
Elliott Aviation, LLC. IL$39.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364427852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.