Itg Brands 401(k) match, vesting and fees
What Itg Brands' 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Itg Brands: employer contribution per participant | $6,323 | |
| Peer median | $2,413 |
| Itg Brands: average balance | $180,795 | |
| Peer median | $86,456 |
| Itg Brands: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.12% |
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 $422M at the end of plan year 2021 to $398M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,359 | $398M | $13.9M | $6,323 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,050 | $368M | $13.3M | $6,572 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 2,039 | $335M | $12.6M | $6,220 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 2,536 | $422M | $12.6M | $5,304 | 0.08% | Not published | Form 5500 ↗ |
Other Itg Brands plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees
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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Itg Brands, LLC Retirement Allowance Plan for Hourly Rated And/Or Piecework Employees
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 | Buck Global LLC | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Itg Brands match 401(k) contributions?
The match terms for the Itg Holdings USA, Inc. Employee Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $13.9M in employer contributions, about $6,323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Itg Brands 401(k) match vested?
The vesting schedule for the Itg Holdings USA, Inc. Employee Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Itg Brands 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Itg Brands, LLC.
I left Itg Brands. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Itg Brands, LLC, (336) 335-7000) or the recordkeeper, Fidelity Investments Institutional. The Itg Brands old 401(k) page lists the contacts from every plan filing. Find an old Itg Brands 401(k)
Data from the public Form 5500 annual reports Itg Brands 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 Itg Brands. Not financial advice. Report a correction · Methodology