Gary Sport signed ITAC Alabama, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITAC Alabama, LLC's EIN is 02-0678162.
Download the official 2024 Form 5500 (PDF) for ITAC Alabama, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ITAC Alabama, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| ASCENSUS HOLDING INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.6M | 92.6% | |
| 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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | — | LEXINGTON, KY | INVESTMENT ADVISOR | $21K | — |
