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Original filing (PDF)20250905073007NAL0016894513001
ITS INC
Form 5500
FILING_RECEIVED
ITS INC 401(K) RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
662
Accounts w/ balance
782
Plan assets (EOY)
$107.4M
Net assets (EOY)
$107.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 113% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITS INC.
Plan sponsor
Name
ITS INC
EIN
42-1171146
Address
6700 PIONEER PARKWAY · JOHNSTON, IA · 501311605
Phone
(515) 288-2828
Industry
Professional & Technical Servicessee 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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 82-3967259 | — | CUSTODIAN | $5K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | CUSTODIAN | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — | TRUSTEE | $224K | — |
Investments
35 direct securities· $106.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index fd Admiral Shrs Mutual Fund | — | — | — | $21.2M | 19.7% | |
| T. Rowe Price Growth Stk Fd I Mutual Fund | — | — | — | $9.3M | 8.7% | |
| Vanguard Balanced Index Fd Admiral Mutual Fund | — | — | — | $5.2M | 4.8% | |
| T. Rowe Price Mid Cap Gwth Fd I Mutual Fund | — | — | — | $4.9M | 4.6% | |
| American Beacon Large Cap Value R6 Mutual Fund | — | — | — | $4.8M | 4.5% | |
| Schwab Government Money Fund Money Market | — | — | — | $4.8M | 4.4% | |
| T. Rowe Price QM US Sm Cap Gwth Eqty I Mutual Fund | — | — | — | $4.0M | 3.8% | |
| Vanguard Total Bond Mkt Index Adm Mutual Fund | — | — | — | $3.9M | 3.7% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $3.7M | 3.5% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $3.7M | 3.4% | |
| Oakmark International R6 Mutual Fund | — | — | — | $3.4M | 3.2% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $3.1M | 2.9% | |
| Fidelity Advisor Intl Small Cap Z Mutual Fund | — | — | — | $2.9M | 2.7% | |
| BNY Mellon INTL Stock FD Y Mutual Fund | — | — | — | $2.7M | 2.6% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $2.6M | 2.4% | |
| PIMCO Incm Fd Inst CL Mutual Fund | — | — | — | $2.5M | 2.4% | |
| Sterling Capital Total Return Bd R6 Mutual Fund | — | — | — | $2.5M | 2.3% | |
| Massachusetts Investors Growth Stock R6 Mutual Fund | — | — | — | $2.4M | 2.2% | |
| Delaware Emerging Mkts Fund CL R6 Mutual Fund | — | — | — | $2.3M | 2.1% | |
| American Growth Fd of America R6 Mutual Fund | — | — | — | $2.0M | 1.8% | |
| Schwab Bank Savings Money Market | — | — | — | $1.9M | 1.8% | |
| Vanguard REIT Index Admiral Share Mutual Fund | — | — | — | $1.5M | 1.4% | |
| Janus Glbl Real Estate N Mutual Fund | — | — | — | $1.4M | 1.3% | |
| PIMCO Mortgage Opportunity and Bond Inst Mutual Fund | — | — | — | $1.4M | 1.3% | |
| Janus Flexible Bd Fd CL N Mutual Fund | — | — | — | $1.4M | 1.3% | |
| Fidelity Short Term Bond Index Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Vanguard Inflation Prot Sec Adm Mutual Fund | — | — | — | $1.1M | 1.0% | |
| American Mutual Fund R6 Mutual Fund | — | — | — | $784K | 0.7% | |
| PIMCO Total Return Fund Instl Class Mutual Fund | — | — | — | $732K | 0.7% | |
| Vanguard Ermg Mkts Bond FD ADM Mutual Fund | — | — | — | $716K | 0.7% | |
| Goldman Sachs Short Durat BD Inst Mutual Fund | — | — | — | $699K | 0.7% | |
| Blackrock High Yield Bd Port CL K Mutual Fund | — | — | — | $577K | 0.5% | |
| American Europacific Growth R6 Mutual Fund | — | — | — | $509K | 0.5% | |
| PIMCO Intl Bond US Dollar Hedge Instl Mutual Fund | — | — | — | $197K | 0.2% | |
| PIMCO All Assets All Authority Instl Mutual Fund | — | — | — | $146K | 0.1% |
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