How big is ITR America, LLC's plan?

ITR America, LLC's plan reported $15.8M in assets and 223 participants for 2024.

Original filing (PDF)20250910145255NAL0013507187001

ITR America, LLC

Name: ITR America, LLC — ITR America, LLC Profit Sharing, Form 5500 (2024)
Creator: ITR America, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ITR America, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · ITR America, LLC's ITR America, LLC Profit Sharing 401(k) Plan held $15.8M in plan assets for 223 participants in 2024, with Empower as recordkeeper.

Active participants

223

Accounts w/ balance

244

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

Plan identifiers

ITR America, LLC's EIN is 26-2457852.

EIN 26-2457852

Plan number 001

Plan year 2024

ACK ID 20250910145255NAL0013507187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ITR America, 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 ITR AMERICA, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ITR AMERICA, LLC

EIN

all filings

Address

6301 NORTHWIND PARKWAY · HOBART, IN · 46342

Phone

(601) 760-7002

Industry

Manufacturing

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

2025-09-10

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$37K	—

TPA / Administrator

Investments

34 direct securities· $15.8M(100% of reported assets)

Other securities

$10.5M

20 holdings

Mutual Funds

$5.0M

13 holdings

Common Collective Trusts

$311K

1 holding

					% of plan
JP Morgan Large Cap Growth Mutual Fund	Other securities	—	—	$2.1M	13.5%
Vanguard Lifestrategy Growth Mutual Fund	Mutual Funds	—	—	$1.4M	8.9%
AF Target Date 2030 Mutual Fund	Other securities	—	—	$1.1M	6.9%
Vanguard Lifestrategy Mod Grth Mutual Fund	Mutual Funds	—	—	$992K	6.3%
AF Target Date 2045 Mutual Fund	Other securities	—	—	$942K	6.0%
AF Target Date 2035 Mutual Fund	Other securities	—	—	$918K	5.8%
AF Global Balanced Mutual Fund	Other securities	—	—	$769K	4.9%
AF Target Date 2050 Mutual Fund	Other securities	—	—	$730K	4.6%
AF Target Date 2040 Mutual Fund	Other securities	—	—	$643K	4.1%
AF Europacific Mutual Fund	Other securities	—	—	$573K	3.6%
Vanguard Equity Income Mutual Fund	Mutual Funds	—	—	$553K	3.5%
AF Target Date 2025 Mutual Fund	Other securities	—	—	$527K	3.3%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$431K	2.7%
T. Rowe Price Dividend Growth Mutual Fund	Other securities	—	—	$408K	2.6%
PIMCO Income Inst'l Mutual Fund	Mutual Funds	—	—	$348K	2.2%
AF Target Date 2055 Mutual Fund	Other securities	—	—	$347K	2.2%
AF Target Date 2020 Mutual Fund	Other securities	—	—	$343K	2.2%
Ishares S&P 500 Mutual Fund	Common Collective Trusts	—	—	$311K	2.0%
Vanguard Small Cap Growth Mutual Fund	Mutual Funds	—	—	$283K	1.8%
Vanguard Lifestrategy Conserv Mutual Fund	Mutual Funds	—	—	$266K	1.7%
Vanguard Small Cap Value Mutual Fund	Mutual Funds	—	—	$259K	1.6%
PGIM Total Return Bond Fund Mutual Fund	Other securities	—	—	$254K	1.6%
Participant Notes Receivable Various Interest Rates	Other securities	—	—	$217K	1.4%
Vanguard Mid Cap Growth Mutual Fund	Mutual Funds	—	—	$212K	1.3%
Key Guaranteed Portfolio Fixed Annuity	Other securities	—	—	$209K	1.3%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$193K	1.2%
AF Target Date 2015 Mutual Fund	Other securities	—	—	$159K	1.0%
AF Target Date 2060 Mutual Fund	Other securities	—	—	$155K	1.0%
AF Target date 2065 Mutual Fund	Other securities	—	—	$44K	0.3%
Ishares MSCI EAFE Int'l Index Mutual Fund	Other securities	—	—	$28K	0.2%
Vanguard Lifestrategy Income Mutual Fund	Mutual Funds	—	—	$24K	0.2%
Vanguard Mid-Cap Value Index Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Inflation-Protected Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Western Asset Core Bond Mutual Fund	Other securities	—	—	$2K	<0.1%