Its Technologies & Logistics, Llc 401(k) Retirement Savings Plan
Sponsored by Its Technologies & Logistics, Llc · EIN 364427852 · Plan #002
- Total assets
- $58.6M
- Net assets
- $58.6M
- Active participants
- 2,213
- With balances
- 1,461
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $206,151 |
| Kestra Advisory Services | Investment advisory (plan), Direct payment from the plan | $32,500 |
| Crowe Llp | Accounting, Direct payment from the plan | $15,225 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |