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Original filing (PDF)20251118150609NAL0004469664001
ITOCHU INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
390
Accounts w/ balance
677
Plan assets (EOY)
$175.8M
Net assets (EOY)
$175.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
- 23 bps in Schedule C fees — 127% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITOCHU INTERNATIONAL INC..
Plan sponsor
Name
ITOCHU INTERNATIONAL INC.
EIN
13-1850807
Address
1251 AVENUE OF THE AMERICAS · 51ST FLOOR · NEW YORK, NY · 10020
Phone
(212) 818-8023
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $285K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | — | NEW YORK, NY | AUDITOR | $62K | — |
Investments
25 direct securities· $175.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $26.6M | 15.1% | |
| Fidelity Investments Fidelity Contrafund | — | — | — | $22.7M | 12.9% | |
| T. Rowe Price T. Rowe Price Instl Large Cap Core Gr | — | — | — | $21.8M | 12.4% | |
| Empower Traditional Investment Contract | — | — | — | $17.3M | 9.8% | |
| T. Rowe Price T. Rowe Price New Horizons I | — | — | — | $12.8M | 7.3% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $10.4M | 5.9% | |
| Vanguard Dividend Growth Inv | — | — | — | $9.3M | 5.3% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $7.1M | 4.0% | |
| J.P. Morgan JPMorgan Core Bond R6 | — | — | — | $6.4M | 3.6% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $5.4M | 3.1% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $4.7M | 2.7% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $4.2M | 2.4% | |
| Vanguard GNMA Adm | — | — | — | $3.5M | 2.0% | |
| Victory Sycamore Small Company Opp R6 | — | — | — | $3.4M | 1.9% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $3.2M | 1.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.7M | 1.6% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $2.6M | 1.5% | |
| John Hancock JHancock Disciplined Value Mid Cap R6 | — | — | — | $2.6M | 1.5% | |
| American Funds American Funds New Perspective R6 | — | — | — | $2.2M | 1.3% | |
| Columbia High Yield Bond Instl 3 | — | — | — | $2.0M | 1.1% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $1.4M | 0.8% | |
| BlackRock Mid- Cap Growth Equity K | — | — | — | $1.1M | 0.6% | |
| MFS International Intrinsic Value R6 | — | — | — | $973K | 0.6% | |
| AB Funds AB Global Bond Z | — | — | — | $910K | 0.5% | |
| various dates secured by participants' account balances | — | — | — | $541K | 0.3% |