How big is Itero Group, LLC's plan?

Itero Group, LLC's plan reported $1.8M in assets and 49 participants for 2024.

Original filing (PDF)20250513080950NAL0013207987001

Itero Group, LLC

Name: Itero Group, LLC — Itero Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: Itero Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Itero Group, LLC 401(k) Plan

401(k) retirement plan · Itero Group, LLC's Itero Group, LLC 401(k) Plan held $1.8M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

James Bailoni signed Itero Group, LLC's 2024 Form 5500 as plan administrator.

James Bailoni — 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

Itero Group, LLC's EIN is 35-2603463.

EIN 35-2603463

Plan number 001

Plan year 2024

ACK ID 20250513080950NAL0013207987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Itero Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITERO GROUP, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ITERO GROUP, LLC

EIN

all filings

Address

1215 MANOR DRIVE - SUITE 103 · MECHANICSBURG, PA · 17055

Phone

(717) 769-5800

Industry

Professional & Technical Services

Plan administrator