Erica Retuerto signed ITI Intermodal, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITI Intermodal, Inc.'s EIN is 36-3206648.
Download the official 2024 Form 5500 (PDF) for ITI Intermodal, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ITI Intermodal, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INS. OPER. CO | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NADLER FINANCIAL GROUP | 36-4156113 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 18.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.5M | 17.7% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $638K | 7.3% | |
| Gabelli Funds Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $510K | 5.9% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $500K | 5.7% | |
| Vanguard Value Fund | Mutual Funds | — | — | $498K | 5.7% | |
| Participants Notes receivable from participants (interest rates | Other securities | — | — | $424K | 4.9% | |
| TCW MetWest Total Return Bond Fund | Other securities | — | — | $331K | 3.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $306K | 3.5% | |
| PIMCO High Yield Fund | Mutual Funds | — | — | $232K | 2.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $226K | 2.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $221K | 2.5% | |
| Vanguard Target Retirement 2025 Fund ** 895 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $218K | 2.5% | |
| PGIM Short-Term Corporate Bond Fund | Other securities | — | — | $209K | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Fund | Mutual Funds | — | — | $162K | 1.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $159K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $136K | 1.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $105K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $71K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $69K | 0.8% | |
| American Funds American Funds Capital World Growth Income Fund | Mutual Funds | — | — | $67K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds American Funds Balanced Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
