Plan Ledger DOL Form 5500 · updated monthly

Itx Corp.401(k)

ITX CORP. 401(K) PLAN · ROCHESTER, NY · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Itx Corp. reported $44,464 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,325 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 4 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,576th-largest of 5,648 plans among New York employers on file, and the 5,672nd of 11,654 in professional & technical services. In 2025, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,389,507
Participants with balances145
Active participants111
Employer contributions$480,058
Employee contributions$1,355,220
Employer contribution per active participant$4,325
Average account balance$133,721
Benefits paid to participants$1,423,790
Plan auditUnmodified (clean) audit opinion
AuditorSARDONE, ROBINSON & ASSOCIATES LLP
Plan history4
Yearassets · accounts · employer contribution
2025$19.4M · 145 accts · $480K emplr
2024$15.9M · 146 accts · $459K emplr
2023$12.9M · 142 accts · $422K emplr
2022$9.6M · 143 accts · $379K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$44,464
Total administrative$44,464
The Itx Corp. 401(k) match · 2025
Employer contribution per active participant$4,325
Median for plans this size$2,666
2025$4,325 per active participant
2024$3,990 per active participant
2023$3,769 per active participant
2022$3,682 per active participant

Itx Corp.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
SAGE RUTTY & CO., INC. · Pension consulting · Investment advisory (participants)$44,463

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

Administrative cost history4
2025$44,464 · 0.25%
2024$34,486 · 0.24%
2023$28,851 · 0.26%
2022$26,955 · 0.26%
Same employer
Similar plansProfessional & Technical Services · New York
Sharp Decisions, Inc. NY$19.6M · 0.59%
Rokt US Corp NY$19.6M · 0.11%
Passero Associates, Dpc NY$19.4M · 0.23%
Fluent, LLC NY$19.4M · 0.25%
Heap, Inc. NY$19.4M · 0.19%
Aston Healthcare, LLC NY$19.3M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161537313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.