Hannah Jaeger signed ITA Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITA Group, Inc.'s EIN is 42-0870370.
Download the official 2024 Form 5500 (PDF) for ITA Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ITA Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $283K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $16.9M | 13.6% | |
| MassMutual Financial Group MassMutual Blue Chip Growth I Fund | Common Stocks | — | — | $12.7M | 10.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $11.1M | 8.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $11.0M | 8.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $8.5M | 6.8% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $6.2M | 5.0% | |
| The American Funds American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $5.3M | 4.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $5.2M | 4.2% | |
| MFS Investment Management MFS Value R6 Fund | Mutual Funds | — | — | $5.1M | 4.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.8M | 3.1% | |
| The American Funds American Funds American Balance R6 Fund | Mutual Funds | — | — | $3.8M | 3.0% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $3.4M | 2.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.2M | 2.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $3.2M | 2.6% | |
| JP Morgan Funds JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $3.0M | 2.4% | |
| Fidelity Investments Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $2.8M | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.0% | |
| MassMutual Financial Group MassMutual Mid Cap Growth I Fund | Common Stocks | — | — | $2.2M | 1.8% | |
| The American Funds American Funds New Perspective R6 Fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| Principal Life Insurance Company Mid-Cap Value I Fund | Common Stocks | — | — | $1.8M | 1.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.8M | 1.5% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| Delaware Investments Macquarie Small Cap Value I Fund | Other securities | — | — | $1.3M | 1.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.2M | 1.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $994K | 0.8% | |
| December 2033 | Other securities | — | — | $938K | 0.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $660K | 0.5% | |
| PGIM Investments PGIM High Yield Fund-Class R6 | Other securities | — | — | $651K | 0.5% | |
| Principal Life Insurance Company Lifetime Strategic Income Fund | Common Stocks | — | — | $640K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $640K | 0.5% | |
| Delaware Investments Macquarie Emerging Markets Institutional Fund | Other securities | — | — | $425K | 0.3% | |
| American Century Investments American Century Inflation Adjusted Bond Fund | Other securities | — | — | $268K | 0.2% | |
| The American Funds American Funds Capital World Bond R6 Fund | Mutual Funds | — | — | $252K | 0.2% | |
| Principal Life Insurance Company Lifetime 2070 Fund | Common Stocks | — | — | $175K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $175K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $135K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $131K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $19K | — |
