How big is Itineris, Inc.'s plan?

Itineris, Inc.'s plan reported $342K in assets and 70 participants for 2024.

Original filing (PDF)20250710092011NAL0005378001001

Itineris, Inc.

Name: Itineris, Inc. — Itineris, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Itineris, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Itineris, Inc. 401(k) Plan

401(k) retirement plan · Itineris, Inc.'s Itineris, Inc. 401(k) Plan held $342K in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

Plan identifiers

Itineris, Inc.'s EIN is 26-1441638.

EIN 26-1441638

Plan number 001

Plan year 2024

ACK ID 20250710092011NAL0005378001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Itineris, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (8th percentile).

Helping the score

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

Plan sponsor

Name

ITINERIS, INC.

EIN

all filings

Address

2050 ROCKROSE AVE · BALTIMORE, MD · 212111329

Phone

(443) 275-1100

Industry

Health Care & Social Assistance

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

2025-07-10

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

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