How big is ITEN Industries, Inc.'s plan?

ITEN Industries, Inc.'s plan reported $12.7M in assets and 130 participants for 2024.

Original filing (PDF)20260323095325NAL0002114288001

ITEN Industries, Inc.

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

Form 5500

FILING_RECEIVED

ITEN Industries, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · ITEN Industries, Inc.'s ITEN Industries, Inc. 401(k) Profit Sharing Plan and Trust held $12.7M in plan assets for 130 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

130

Accounts w/ balance

152

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

People on this filing

Edward Doles signed ITEN Industries, Inc.'s 2024 Form 5500 as plan administrator.

Edward Doles — 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

ITEN Industries, Inc.'s EIN is 34-0310980.

EIN 34-0310980

Plan number 001

Plan year 2024

ACK ID 20260323095325NAL0002114288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

32 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ITEN INDUSTRIES, INC.

EIN

all filings

Address

PO BOX 2150 · ASHTABULA, OH · 44005

Phone

(440) 997-6134

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-23

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

32 direct securities· $12.7M(100% of reported assets)

Mutual Funds

$10.7M

24 holdings

Common Collective Trusts

$1.3M

3 holdings

Other securities

$483K

4 holdings

Bonds / Notes

$169K

1 holding

					% of plan
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$2.5M	19.7%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$2.1M	16.2%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.2M	9.9%
Fidelity Contrafund	Mutual Funds	—	—	$1.0M	8.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$963K	7.6%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$644K	5.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$518K	4.1%
Fidelity Emerging Market Fund	Mutual Funds	—	—	$473K	3.7%
Baron Asset Fund Institutional Class	Other securities	—	—	$447K	3.5%
Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$424K	3.3%
PIMCO Total Return Admin Fund	Mutual Funds	—	—	$345K	2.7%
Fidelity Puritan Fund	Mutual Funds	—	—	$291K	2.3%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$263K	2.1%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$260K	2.0%
Fidelity International Index Fund	Common Collective Trusts	—	—	$239K	1.9%
Participant loans, interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$169K	1.3%
MFS Value Fund Class R3	Mutual Funds	—	—	$134K	1.1%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$123K	1.0%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$105K	0.8%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$100K	0.8%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$97K	0.8%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$65K	0.5%
Fidelity Government Income Fund	Mutual Funds	—	—	$55K	0.4%
Fidelity International Discovery Fund	Mutual Funds	—	—	$38K	0.3%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$31K	0.2%
American Century Inflation Adjusted Bond R5 Fund	Other securities	—	—	$24K	0.2%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$21K	0.2%
Allspring Special Mid Cap Value Fund - Class Admin	Other securities	—	—	$6K	<0.1%
Fidelity Freedom Income Fund - Class K	Mutual Funds	—	—	$6K	<0.1%
Northern Small Cap Value Fund	Other securities	—	—	$5K	<0.1%
Fidelity Freedom 2070 Fund Class K	Mutual Funds	—	—	$1K	<0.1%
Fidelity High Income Fund	Mutual Funds	—	—	$476	<0.1%