Original filing (PDF)20250113091952NAL0037081890001

INVESTMENTS TECHNOLOGY, INC

Name: INVESTMENTS TECHNOLOGY, INC — INVESTMENTS TECHNOLOGY INC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: INVESTMENTS TECHNOLOGY, INC

Form 5500-SF

FILING_RECEIVED

INVESTMENTS TECHNOLOGY INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

INVESTMENTS TECHNOLOGY, INC

EIN

34-1342580all filings

Address

29280 REGENCY CIR · WESTLAKE, OH · 441456702

Phone

(440) 653-1441

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-13

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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