Itc Defense Corp 401(k) Profit Sharing Plan
Sponsored by Itc Defense Corp · EIN 454256537 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 143
- With balances
- 205
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (participants) | $11,176 |
| Osaic Finl | Investment advisory (participants) | $6,369 |
| Woodbury Financial Services | Investment advisory (participants) | $4,805 |
| Retirement Planners & Administrator | Contract administrator | $1,900 |
| The Vanguard Group | Recordkeeping | $1,823 |