· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INTERNATIONAL TRADEMARK ASSOCIATION, INC. — INTERNATIONAL TRADEMARK ASSOCIATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717154952NAL0000299443001
INTERNATIONAL TRADEMARK ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
INTERNATIONAL TRADEMARK ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
67
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INTERNATIONAL TRADEMARK ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
INTERNATIONAL TRADEMARK ASSOCIATION, INC.
EIN
13-1427696
Address
675 THIRD AVENUE, 3RD FLOOR · NEW YORK, NY · 10017
Phone
(212) 642-1705
Industry
Other Services (ex. Public Admin)
see 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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
GREATER KANSAS CITY COMMUNITY FOUNDATION
GREATER KANSAS CITY COMMUNITY FOUNDATION 401(K) RETIREMENT PLAN
$18.5M · 99 participants
SAN FRANCISCO TRAVEL ASSOCIATION
SAN FRANCISCO TRAVEL ASSOCIATION EMPLOYEE 401(K) PLAN
$18.5M · 50 participants
UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT
UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT TDA PLAN
$18.5M · 110 participants
AMER. BOARD OF FAMILY MEDICINE, INC.
AMERICAN BOARD OF FAMILY MEDICINE, INC. SAVINGS & PROFIT SHARING PLAN
$18.4M · 114 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALABAMA COUNCIL ON HUMAN RELATIONS, INC.
ALABAMA COUNCIL ON HUMAN RELATIONS, INC. DEFINED BENEFIT PENSION PLAN
$18.4M · 92 participants
THE PACKARD HUMANITIES INSTITUTE
THE PACKARD HUMANITIES INSTITUTE 403(B) RETIREMENT PLAN
$18.4M · 31 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B