How big is ITA-CA, LLC's plan?

ITA-CA, LLC's plan reported $11K in assets and 9 participants for 2024.

Original filing (PDF)20250925080124NAL0018881570001

ITA-CA, LLC

Name: ITA-CA, LLC — ITA-CA, LLC 401(k), Form 5500 (2024)
Creator: ITA-CA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ITA-CA, LLC 401(k)

401(k) retirement plan · ITA-CA, LLC's ITA-CA, LLC 401(k) held $11K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

TARA Evans signed ITA-CA, LLC's 2024 Form 5500 as plan administrator.

TARA Evans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ITA-CA, LLC's EIN is 20-4506605.

EIN 20-4506605

Plan number 001

Plan year 2024

ACK ID 20250925080124NAL0018881570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ITA-CA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ITA-CA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITA-CA, LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ITA-CA, LLC

EIN

all filings

Address

2937 BRISTOL ST., STE. B103 · COSTA MESA, CA · 92626

Phone

(714) 662-5500

Industry

Accommodation & Food Services

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

Phoenix Brewing Company

Phoenix Brewing Company SOCA Benefit Plan

$11K · 6 participants

Araujos Mexican Grill

Araujos Mexican Grill 401(k) Plan

$11K · 39 participants

Plandome Group LLC

Umbertos 401(k) Plan

$11K · 28 participants

NJ ALE House II LLC

NJ ALE House II LLC 401(k)

$11K · 134 participants

Zeera LLC

Zeera 401(k) Plan

$11K · 14 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.