Back to filter
Original filing (PDF)20250904095357NAL0016164961001
ITI INTERMODAL, INC.
Form 5500
FILING_RECEIVED
ITI INTERMODAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
362
Accounts w/ balance
338
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITI INTERMODAL, INC..
Plan sponsor
Name
ITI INTERMODAL, INC.
EIN
36-3206648
Address
20012 W. SOUTH ARSENAL ROAD · WILMINGTON, IL · 60481
Phone
(815) 418-1261
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INS. OPER. CO | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NADLER FINANCIAL GROUP | 36-4156113 | — | ADVISOR | $25K | — |
Investments
24 direct securities· $8.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.6M | 18.3% | |
| Vanguard Growth Index Fund | — | — | — | $1.5M | 17.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $638K | 7.3% | |
| Gabelli Funds Gabelli U.S. Treasury Money Market Fund | — | — | — | $510K | 5.9% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $500K | 5.7% | |
| Vanguard Value Fund | — | — | — | $498K | 5.7% | |
| Participants Notes receivable from participants (interest rates | — | — | — | $424K | 4.9% | |
| TCW MetWest Total Return Bond Fund | — | — | — | $331K | 3.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $306K | 3.5% | |
| PIMCO High Yield Fund | — | — | — | $232K | 2.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $226K | 2.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $221K | 2.5% | |
| Vanguard Target Retirement 2025 Fund ** 895 Vanguard Target Retirement 2030 Fund | — | — | — | $218K | 2.5% | |
| PGIM Short-Term Corporate Bond Fund | — | — | — | $209K | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Fund | — | — | — | $162K | 1.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $159K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $136K | 1.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $105K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $71K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $69K | 0.8% | |
| American Funds American Funds Capital World Growth Income Fund | — | — | — | $67K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1K | <0.1% | |
| American Funds American Funds Balanced Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using NADLER FINANCIAL GROUP
MCDERMOTT WILL & EMERY LLP
MW&E SAVINGS AND RETIREMENT PLAN
$1.4B · 1,979 participants
CTC TRADING GROUP, LLC
CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST
$352.4M · 652 participants
MAGID GLOVE & SAFETY MANUFACTURING COMPANY, LLC
MAGID GLOVE AND SAFETY MANUFACTURING COMPANY, LLC 401(K) AND PROFIT SHARING PLAN
$60.1M · 715 participants
ADVACARE SYSTEMS, INC.
ADVACARE SYSTEMS, INC. 401(K) RETIREMENT PLAN
$17.7M · 438 participants
SAFCO DENTAL SUPPLY LLC
SAFCO DENTAL SUPPLY LLC 401(K) PLAN
$17.6M · 88 participants
BLITT AND GAINES, P.C.
BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST
$14.5M · 245 participants
Similar-size Other Services (ex. Public Admin) plans
QUALITY REFRIGERATION CO., INC.
QUALITY REFRIGERATION CO INC 401(K) PROFIT SHARING PLAN & TRUST
$8.7M · 42 participants
THOMASTON COMFORT CONTROL, INC
THOMASTON COMFORT CONTROL, INC 401(K) PLAN
$8.7M · 89 participants
TRANSCANADA TURBINES, INC.
TRANSCANADA TURBINES, INC. 401(K) PLAN
$8.8M · 36 participants
EMSCO, INC.
EMSCO, INC. PROFIT SHARING PLAN
$8.7M · 74 participants
TRICO MECHANICAL CONTRACTORS, INC.
TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN
$8.8M · 97 participants
MIDWEST ELEVATOR 401K PLAN
MIDWEST ELEVATOR 401(K) PLAN
$8.6M · 35 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B