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Original filing (PDF)20251007144107NAL0002551363001
INSTITUTE OF GAS TECHNOLOGY
Form 5500
FILING_RECEIVED
GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
299
Accounts w/ balance
711
Plan assets (EOY)
$102.8M
Net assets (EOY)
$102.8M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA-CREF** TIAA Traditional Annuity" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE OF GAS TECHNOLOGY.
Plan sponsor
Name
INSTITUTE OF GAS TECHNOLOGY
DBA
D/B/A GAS TECHNOLOGY INSTITUTE
EIN
36-2170137
Address
1700 SOUTH MOUNT PROSPECT ROAD · DES PLAINES, IL · 600181804
Phone
(847) 768-0500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | EAST PROVIDENCE, RI | THIRD PARTY ADMIN | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN LLC | 38-1357951 | SOUTHFIELD, MI | AUDITOR | $21K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RETIREMENT PARTNERS | 99-2539506 | — | SERVICE PROVIDER | $10K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | SERVICE PROVIDER | $9K | — |
Investments
39 direct securities · 1 pooled fund· $102.8M(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.
Uncategorized
$101.1M
39 holdings
Pooled Separate Account
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF** TIAA Traditional Annuity | — | — | — | $27.2M | 26.5% | |
| BlackRock Total U.S. Stock Market Index Fund | — | — | — | $13.2M | 12.9% | |
| TIAA-CREF** CREF Stock | — | — | — | $8.2M | 8.0% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $5.8M | 5.6% | |
| Alliance Bernstein AB Large Cap Growth Fund | — | — | — | $5.6M | 5.4% | |
| Vanguard Total Intl Stock Index Fund Admiral | — | — | — | $4.1M | 4.0% | |
| CREF Growth | — | — | — | $3.1M | 3.0% | |
| TIAA Stable Value | — | — | — | $3.1M | 3.0% | |
| CREF Equity Index | — | — | — | $2.7M | 2.6% | |
| PIMCO StocksPLUS Small Fund Class Instl | — | — | — | $2.4M | 2.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | — | — | — | $2.0M | 2.0% | |
| TIAA-CREF Lifecycle 2025 Fund | — | — | — | $2.0M | 2.0% | |
| Allspring Special Mid Cap Value Fund Insti Class | — | — | — | $2.0M | 2.0% | |
| Pioneer Bond Fund Class Y | — | — | — | $2.0M | 1.9% | |
| DoubleLine Core Fixed Income Fund | — | — | — | $1.8M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 1.7% | |
| CREF Global Equities | — | — | — | $1.7M | 1.6% | |
| American Funds American Funds New Perspective Fund Class R6 | — | — | — | $1.6M | 1.6% | |
| Hartford Schroders Hartford Schroders International Stock Fund | — | — | — | $1.5M | 1.5% | |
| TIAA-CREF Lifecycle 2030 Fund | — | — | — | $1.2M | 1.2% | |
| BlackRock Strategic Income Opportunities Portfolio | — | — | — | $1.2M | 1.2% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $1.2M | 1.2% | |
| TIAA-CREF Lifecycle 2035 Fund | — | — | — | $880K | 0.9% | |
| Parnassus Core Equity Fund | — | — | — | $822K | 0.8% | |
| TIAA-CREF Lifecycle 2040 Fund | — | — | — | $697K | 0.7% | |
| Allspring Emerging Markets Equity Fund | — | — | — | $668K | 0.6% | |
| Vanguard STAR Fund | — | — | — | $604K | 0.6% | |
| CREF Core Bond Account - Class R2 | — | — | — | $550K | 0.5% | |
| CREF Inflation-Linked Bond | — | — | — | $544K | 0.5% | |
| CREF Social Choice | — | — | — | $530K | 0.5% | |
| CREF Money Market | — | — | — | $444K | 0.4% | |
| TIAA-CREF** TIAA-CREF Lifecycle 2010 Fund | — | — | — | $383K | 0.4% | |
| TIAA-CREF Lifecycle 2045 Fund | — | — | — | $344K | 0.3% | |
| TIAA-CREF Lifecycle 2020 Fund | — | — | — | $341K | 0.3% | |
| TIAA-CREF Lifecycle 2050 Fund | — | — | — | $234K | 0.2% | |
| TIAA-CREF Lifecycle 2015 Fund | — | — | — | $185K | 0.2% | |
| TIAA-CREF Lifecycle Retirement Income Fund | — | — | — | $66K | <0.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $38K | <0.1% | |
| TIAA-CREF Short-Term Bond-Inst | — | — | — | $37K | <0.1% | |
| Invesco International Diversified Fund Class R6 | — | — | — | $19K | <0.1% |