Original filing (PDF)20251013131637NAL0002967458001

ITAC ALABAMA, LLC

Name: ITAC ALABAMA, LLC — ITAC ALABAMA EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: ITAC ALABAMA, LLC

Form 5500

FILING_RECEIVED

ITAC ALABAMA EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Signals · 1

~112 bps in Sched C fees

Active participants

312

Accounts w/ balance

180

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITAC ALABAMA, LLC.

Plan sponsor

Name

ITAC ALABAMA, LLC

EIN

02-0678162

Address

121 ILJI DRIVE · LUVERNE, AL · 36049

Phone

(334) 335-5800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERIDIAN WEALTH MANAGEMENT LLC	—	LEXINGTON, KY	INVESTMENT ADVISOR	$21K	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

2 pooled funds· $246K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
BLACKROCK RUSSELL 1000 GROWTH R GREAT GRAY · EIN 81-1025041 / PN 012	Common Collective Trust	$227K	3.7%
SSGA RUSSELL SC GRTH INDX NL CLSS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221	Common Collective Trust	$19K	0.3%

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