Ita Group Holdings retirement plan: assets, participants and fees
What Ita Group Holdings' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Ita Group Holdings: employer contribution per participant | $9,352 | |
| Peer median | $2,600 |
| Ita Group Holdings: average balance | $426,968 | |
| Peer median | $84,124 |
| Ita Group Holdings: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $246M at the end of plan year 2021 to $399M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 936 | $399M | $8.7M | $9,352 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 934 | $339M | $7.9M | $8,538 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 775 | $293M | $6.3M | $8,206 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 663 | $246M | $5.1M | $7,759 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Ita Group Holdings match 401(k) contributions?
The match terms for the Ita Group Holdings, Inc. Employees' Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $8.7M in employer contributions, about $9,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ita Group Holdings 401(k) match vested?
The vesting schedule for the Ita Group Holdings, Inc. Employees' Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ita Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal. The plan administrator is Ita Group Holdings, Inc..
I left Ita Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ita Group Holdings, Inc., (515) 326-3400) or the recordkeeper, Principal. The Ita Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Ita Group Holdings 401(k)
Data from the public Form 5500 annual reports Ita Group Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ita Group Holdings. Not financial advice. Report a correction · Methodology