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Original filing (PDF)20251006151056NAL0009712290001
ITT INDUSTRIES HOLDINGS, INC
Form 5500
FILING_RECEIVED
ITT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,459
Accounts w/ balance
3,728
Plan assets (EOY)
$601.1M
Net assets (EOY)
$601.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — 115% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITT INDUSTRIES HOLDINGS, INC.
Plan sponsor
Name
ITT INDUSTRIES HOLDINGS, INC
EIN
34-1990908
Address
100 WASHINGTON BOULEVARD 6TH FLOOR · STAMFORD, CT · 06902
Phone
(914) 641-2034
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $356K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $254K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $103K | — |
| CROWE LLP | — | SOUTH BEND, IN | NONE | $49K | — |
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | NONE | $13K | — |
Investments
33 direct securities · 15 pooled funds· $598.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$440.5M
15 holdings
Uncategorized
$158.0M
33 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB US SMARTINDEX J.P. MORGAN CHASE BANK · EIN 13-3637896 / PN 001 | Common Collective Trust | — | — | $101.4M | 16.9% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $60.6M | 10.1% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $53.9M | 9.0% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $43.6M | 7.2% | |
| STABLE VALUE COMMON TRUST B T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $33.3M | $38.1M | 6.3% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $26.0M | 4.3% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $24.6M | 4.1% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $22.1M | 3.7% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $19.8M | 3.3% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $18.9M | 3.1% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $16.4M | 2.7% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $14.3M | 2.4% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $11.7M | 2.0% | |
| MID-CAP EQUITY FUND PRINCIPAL GLOBAL INVESTORS · EIN 45-5114041 / PN 004 | Common Collective Trust | — | — | $11.5M | 1.9% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $11.1M | 1.9% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $10.5M | 1.7% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $10.1M | 1.7% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $9.7M | 1.6% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $8.2M | 1.4% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $8.1M | 1.4% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $8.1M | 1.3% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $5.8M | 1.0% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $4.0M | 0.7% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $3.8M | 0.6% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $3.8M | 0.6% | |
| US SHORTTERM GOVT/CREDIT BOND INDEX | — | — | — | $3.8M | 0.6% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $3.8M | 0.6% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $3.7M | 0.6% | |
| 110 YEAR US TIPS INDEX SL SF CL I | — | — | — | $3.4M | 0.6% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $3.3M | 0.6% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $3.1M | 0.5% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $2.8M | 0.5% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $2.7M | 0.5% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.6M | 0.4% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $2.6M | 0.4% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $2.5M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.2M | 0.4% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $1.9M | 0.3% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $1.9M | 0.3% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $1.5M | 0.3% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.3M | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $945K | 0.2% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $666K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $485K | <0.1% | |
| US HIGH YIELD BOND INDX SL SF CLI | — | — | — | $444K | <0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $0 | <0.1% |