Original filing (PDF)20250714100056NAL0000872113001

ITC INCORPORATED

Name: ITC INCORPORATED — ITC INCORPORATED RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ITC INCORPORATED

Form 5500

FILING_RECEIVED

ITC INCORPORATED RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

115

Accounts w/ balance

133

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

18 pooled trusts

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITC INCORPORATED.

Plan sponsor

Name

ITC INCORPORATED

EIN

38-2412680

Address

3030 CORPORATE GROVE DRIVE · HUDSONVILLE, MI · 494268023

Phone

(616) 396-1355

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DOEREN MAYHEW ASSURANCE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL SECURITIES INC	42-0941553	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$43K	—

Investments

15 direct securities · 18 pooled funds· $9.2M(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.

Common Collective Trust

$6.0M

13 holdings

Uncategorized

$2.7M

15 holdings

Pooled Separate Account

$519K

5 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$1.1M	12.0%
Fidelity Investments 500 Index Fund	—	—	—	$919K	10.1%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$883K	9.7%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$816K	9.0%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$767K	8.5%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$654K	7.2%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$574K	6.3%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$540K	6.0%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$441K	4.9%
T Rowe Price Funds Integrated US SmallCap Growth Equity	—	—	—	$316K	3.5%
Principal Life Insurance Company Principal Fixed Income Guaranteed Option Account at contract value	—	—	—	$283K	3.1%
Fidelity Investments Total International Index Fund	—	—	—	$262K	2.9%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$209K	2.3%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$209K	2.3%
to 10.50% with various maturities through September 2038	—	—	—	$198K	2.2%
Principal Trust Company LargeGap Growth I	—	—	—	$167K	1.8%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$167K	1.8%
The American Funds American Funds Euro Pacific Growth R6	—	—	—	$136K	1.5%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$131K	1.4%
Dimensional Fund Advisors US Large Cap Value I Fund	—	—	—	$125K	1.4%
Fidelity Investments US Bond Index Fund	—	—	—	$93K	1.0%
The American Funds American Funds New World R6	—	—	—	$80K	0.9%
PGIM Investments Total Return Bond R6 Fund	—	—	—	$74K	0.8%
Fidelity Investments Inflation-Protected Bond Index Fund 22 PGIM Investments High Yield R6 Fund	—	—	—	$30K	0.3%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$28K	0.3%
The American Funds American Fund Cap World Bond R6 Fund	—	—	—	$17K	0.2%
Principal Trust Company Global Investors Real Estate	—	—	—	$12K	0.1%
PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136	Pooled Separate Account	—	—	$12K	0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$7K	<0.1%
Dimensional Fund Advisors US Targeted Value I Fund	—	—	—	$3K	<0.1%
PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116	Pooled Separate Account	—	—	$1K	<0.1%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$621	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$0	<0.1%