Original filing (PDF)20250716124911NAL0001955619001

IT WORKS MARKETING, INC.

Name: IT WORKS MARKETING, INC. — THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IT WORKS MARKETING, INC.

Form 5500

FILING_RECEIVED

THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

111

Accounts w/ balance

136

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IT WORKS MARKETING, INC..

Plan sponsor

Name

IT WORKS MARKETING, INC.

EIN

38-3593692

Address

908 RIVERSIDE DRIVE · PALMETTO, FL · 34221

Phone

(941) 799-6774

Industry

Retail Tradesee 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	DALLAS, TX	INVESTMENT ADVISOR	$30K	—

Investments

25 direct securities· $11.4M(100% of reported assets)

Other securities

$11.3M

24 holdings

U.S. Treasuries

$115K

1 holding

					% of plan
Fidelity 500 Index Mutual Funds	Other securities	—	—	$2.2M	18.9%
Vanguard Target Retirement 2045 Inv Mutual Funds	Other securities	—	—	$1.9M	16.8%
Vanguard Target Retirement 2035 Inv Mutual Funds	Other securities	—	—	$1.8M	15.6%
JP Morgan Large Cap Growth R6 Mutual Funds	Other securities	—	—	$1.4M	12.2%
Vanguard Target Retirement 2055 Inv Mutual Funds	Other securities	—	—	$859K	7.5%
Fidelity Mid Cap Index Mutual Funds	Other securities	—	—	$558K	4.9%
Key Guaranteed Portfolio Fund Fully Benefit-Responsive	Other securities	—	—	$455K	4.0%
Vanguard Target Retirement 2030 Inv Mutual Funds	Other securities	—	—	$431K	3.8%
Empower T. Rowe Price Mid Cap GR Inst Mutual Funds	Other securities	—	—	$269K	2.4%
Vanguard Target Retirement 2040 Inv Mutual Funds	Other securities	—	—	$261K	2.3%
Investment Contract b American Funds Europacific GR R6 Mutual Funds	Other securities	—	—	$247K	2.2%
Fidelity Small Cap Index Mutual Funds	Other securities	—	—	$191K	1.7%
Vanguard Target Retirement 2025 Inv Mutual Funds	Other securities	—	—	$134K	1.2%
Pimco Int Bond (USD-Hedged) Inst Mutual Funds	U.S. Treasuries	—	—	$115K	1.0%
Principal Small Cap Growth I R6 Mutual Funds	Other securities	—	—	$114K	1.0%
American Funds New World R6 Mutual Funds	Other securities	—	—	$102K	0.9%
Pimco Income Instl Mutual Funds	Other securities	—	—	$95K	0.8%
Federated Hermes Instl High Yield Bd Is Mutual Funds	Other securities	—	—	$70K	0.6%
Vanguard Mid-Cap Value Index Admiral Mutual Funds	Other securities	—	—	$63K	0.6%
Fidelity Advisor Small Cap Value Z Mutual Funds	Other securities	—	—	$56K	0.5%
Pioneer Equity Income K Mutual Funds	Other securities	—	—	$52K	0.5%
Vanguard Target Retirement 2060 Inv Mutual Funds	Other securities	—	—	$45K	0.4%
Vanguard Target Retirement 2050 Inv Mutual Funds	Other securities	—	—	$37K	0.3%
Vanguard Target Retirement 2065 Inv Mutual Funds	Other securities	—	—	$13K	0.1%
Dodge & Cox Intl Stock Mutual Funds	Other securities	—	—	$1K	<0.1%