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Original filing (PDF)20251003131048NAL0001418337001
ITILITY, LLC
Form 5500
FILING_RECEIVED
ITILITY, LLC SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
194
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITILITY, LLC.
Plan sponsor
Name
ITILITY, LLC
EIN
32-0021933
Address
14840 CONFERENCE CENTER DRIVE · SUITE 100 · CHANTILLY, VA · 20151
Phone
(703) 378-2917
Industry
Professional & Technical Servicessee all
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SC & H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | NONE | $32K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
42 direct securities· $10.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.0M | 10.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $956K | 9.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $949K | 9.2% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $912K | 8.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $858K | 8.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $716K | 7.0% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $624K | 6.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $573K | 5.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $547K | 5.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $406K | 3.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $360K | 3.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $315K | 3.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $189K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $171K | 1.7% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $157K | 1.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $131K | 1.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $120K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $109K | 1.1% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $91K | 0.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $89K | 0.9% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $87K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $86K | 0.8% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $81K | 0.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $74K | 0.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $67K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $56K | 0.5% | |
| Vanguard Global ESG Select Stock Adm Vanguard 0 | — | — | — | $55K | 0.5% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $48K | 0.5% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 | — | — | — | $42K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $41K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $32K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $31K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $29K | 0.3% | |
| Vanguard GNMA Adm Vanguard 0 | — | — | — | $27K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $24K | 0.2% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Mortgage-Backed Sec Idx Adm Vanguard 0 | — | — | — | $14K | 0.1% | |
| Vanguard Short-Term Treasury Idx Adm Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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