AUMdb

Ita Group, Inc. 401(k) Savings And Retirement Plan

Sponsored by Ita Group, Inc · EIN 420870370 · Plan #001

Total assets
$124M
Net assets
$124M
Active participants
1,064
With balances
1,219

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 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 $282,722
Rsm Us Llp Accounting, Direct payment from the plan $19,493
Wells Fargo Advisors Llc Investment advisory (plan), Other fees $0