Iteris, Inc 401(k) And Stock Ownership Plan
Sponsored by Iteris, Inc. · EIN 952588496 · Plan #005
- Total assets
- $97.8M
- Net assets
- $97.8M
- Active participants
- 503
- With balances
- 731
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Banking Opera | Consulting fees | $72,000 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $70,741 |
| Pension Assurance Llp | Accounting | $15,250 |
| Faegre Drinker | Consulting fees | $3,866 |