How big is Iterna, LLC's plan?

Iterna, LLC's plan reported $192K in assets and 33 participants for 2025.

Original filing (PDF)20260422220943NAL0002218403013

Iterna, LLC

Name: Iterna, LLC — Iterna 401(k) Plan, Form 5500 (2025)
Creator: Iterna, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iterna 401(k) Plan

401(k) retirement plan · Iterna, LLC's Iterna 401(k) Plan held $192K in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan identifiers

Iterna, LLC's EIN is 27-3000943.

EIN 27-3000943

Plan number 001

Plan year 2025

ACK ID 20260422220943NAL0002218403013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Iterna, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score

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

Plan sponsor

Name

ITERNA, LLC

EIN

all filings

Address

479 QUADRANGLE DRIVE · UNIT D · BOLINGBROOK, IL · 60440

Phone

(630) 999-3985

Industry

Utilities

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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