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Original filing (PDF)20241011133406NAL0022842113001
ITT INDUSTRIES HOLDINGS, INC
Form 5500
FILING_RECEIVED
ITT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
2,698
Accounts w/ balance
4,102
Plan assets (EOY)
$581.1M
Net assets (EOY)
$581.0M
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — 118% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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) 641-2017
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
400
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
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
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | — | COLUMBUS, OH | AUDITOR | $47K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $360K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $267K | — |
| MERCER INVESTMENTS | 30-0282430 | — | NONE | $52K | — |
| PACIFIC RESOURCES BENEFITS ADVISORS | — | ATLANTA, GA | OTHER | $20K | — |
| BCHR US ACQUISITIONS INC DBA BUCK G | — | NEW YORK, NY | NONE | $15K | — |
Investments
15 pooled funds· $420.1M(72% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB US SMARTINDEX J.P. MORGAN CHASE BANK · EIN 13-3637896 / PN 001 | Common Collective Trust | $91.9M | 15.8% |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | $56.6M | 9.7% |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | $54.1M | 9.3% |
| STABLE VALUE COMMON TRUST B T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | $43.0M | 7.4% |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | $39.1M | 6.7% |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | $34.0M | 5.9% |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | $21.9M | 3.8% |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | $19.6M | 3.4% |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | $19.0M | 3.3% |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | $18.5M | 3.2% |
| MID-CAP EQUITY FUND PRINCIPAL GLOBAL INVESTORS · EIN 45-5114041 / PN 004 | Common Collective Trust | $10.3M | 1.8% |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | $4.2M | 0.7% |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | $3.7M | 0.6% |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | $3.0M | 0.5% |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | $1.1M | 0.2% |