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Original filing (PDF)20251118152133NAL0002694785001
ITOCHU INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
ITOCHU INTERNATIONAL INC. EMPLOYER CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
147
Accounts w/ balance
204
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
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) 818-8299
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-18
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | ADVISOR | $8K | — |
Investments
24 direct securities· $31.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund | — | — | — | $5.6M | 17.6% | |
| Great-West Life & Annuity Traditional investment contract | — | — | — | $4.3M | 13.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.8M | 12.0% | |
| T. Rowe Price Associates, Inc. TRP Inst Large Cap Core Growth | — | — | — | $3.6M | 11.5% | |
| T. Rowe Price Associates, Inc. T. Rowe Price New Horizons | — | — | — | $1.7M | 5.5% | |
| American Funds American Funds 2040 TDR Fund | — | — | — | $1.7M | 5.2% | |
| Vanguard Dividend Growth Fund | — | — | — | $1.4M | 4.3% | |
| American Funds American Funds 2020 TDR Fund | — | — | — | $1.2M | 3.8% | |
| American Funds AF EuroPacific Growth Fund | — | — | — | $1.0M | 3.2% | |
| American Funds AF Washington Mutual Investment | — | — | — | $956K | 3.0% | |
| J.P. Morgan JPMorgan Core Bond Fund | — | — | — | $858K | 2.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $732K | 2.3% | |
| Victory VS Small Company Opportunity | — | — | — | $702K | 2.2% | |
| American Funds American Funds 2030 TDR Fund | — | — | — | $576K | 1.8% | |
| Vanguard GNMA Fund | — | — | — | $554K | 1.7% | |
| American Funds American Funds 2060 TDR Fund | — | — | — | $509K | 1.6% | |
| Liberty Financial Funds Columbia High Yield Bond Fund | — | — | — | $506K | 1.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $430K | 1.4% | |
| American Funds American Funds 2050 TDR Fund | — | — | — | $425K | 1.3% | |
| American Funds American Funds New Perspective | — | — | — | $410K | 1.3% | |
| AllianceBernstein AB Global Bond Fund | — | — | — | $307K | 1.0% | |
| BlackRock Mid- Cap Growth Equity K | — | — | — | $239K | 0.8% | |
| MFS International Value (MFS) | — | — | — | $180K | 0.6% | |
| American Funds American Funds 2010 TDR Fund | — | — | — | $18K | <0.1% |