How big is ITC Defense Corp.'s plan?

ITC Defense Corp.'s plan reported $4.8M in assets and 143 participants for 2024.

Original filing (PDF)20251015101902NAL0002134163001

ITC Defense Corp.

Name: ITC Defense Corp. — ITC Defense Corp. 401(k) Profit, Form 5500 (2024)
Creator: ITC Defense Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ITC Defense Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · ITC Defense Corp.'s ITC Defense Corp. 401(k) Profit Sharing Plan held $4.8M in plan assets for 143 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

143

Accounts w/ balance

205

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

ITC Defense Corp.'s EIN is 45-4256537.

EIN 45-4256537

Plan number 001

Plan year 2024

ACK ID 20251015101902NAL0002134163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ITC Defense Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ITC Defense Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITC DEFENSE CORP.

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How this plan invests

This plan

28 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (1% of contributions).

Plan sponsor

Name

ITC DEFENSE CORP

EIN

all filings

Address

7301 RIVERS AVENUE · SUITE 155 · NORTH CHARLESTON, SC · 29406

Phone

(703) 842-4852

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	—	FORT WORTH, TX	ADVISOR	$11K	—
OSAIC FINL

Investments

28 direct securities· $4.8M(100% of reported assets)

Mutual Funds

$3.5M

19 holdings

Common Collective Trusts

$816K

2 holdings

Other securities

$467K

6 holdings

Bonds / Notes

$22K

1 holding

					% of plan
Templeton Emerging Markets Small Cap Adv Mutual Funds ** 341 * Vanguard 500 Index Adm Mutual Funds	Common Collective Trusts	—	—	$804K	16.6%
Vanguard Target Retirement 2045 Fund Mutual Funds	Mutual Funds	—	—	$760K	15.7%
Vanguard Target Retirement 2035 Fund Mutual Funds	Mutual Funds	—	—	$711K	14.7%
Vanguard Target Retirement 2030 Fund Mutual Funds	Mutual Funds	—	—	$501K	10.3%
Vanguard Target Retirement 2040 Fund Mutual Funds	Mutual Funds	—	—	$395K	8.2%
Vanguard Target Retirement 2025 Fund Mutual Funds	Mutual Funds	—	—	$364K	7.5%
T. Rowe Price Blue Chip Growth I Mutual Funds	Other securities	—	—	$285K	5.9%
Vanguard Federal Money Market Inv Money Market Funds	Mutual Funds	—	—	$264K	5.5%
T. Rowe Price Dividend Growth I Mutual Funds	Other securities	—	—	$113K	2.3%
Vanguard Target Retirement 2050 Fund Mutual Funds	Mutual Funds	—	—	$98K	2.0%
Vanguard Target Retirement 2060 Fund Mutual Funds	Mutual Funds	—	—	$88K	1.8%
Vanguard Target Retirement 2055 Fund Mutual Funds	Mutual Funds	—	—	$67K	1.4%
Vanguard Total Intl Stock Index Adm Mutual Funds	Mutual Funds	—	—	$65K	1.3%
Vanguard Target Retirement 2020 Fund Mutual Funds	Mutual Funds	—	—	$37K	0.8%
Vanguard Explorer Adm Mutual Funds	Mutual Funds	—	—	$35K	0.7%
Vanguard Dividend Apprec Index Adm Mutual Funds	Mutual Funds	—	—	$35K	0.7%
Vanguard Mid Cap Index Adm Mutual Funds	Mutual Funds	—	—	$32K	0.7%
Vanguard Small-Cap Index Adm Mutual Funds	Mutual Funds	—	—	$31K	0.6%
Participants Participant loans (maturing 2024 at interest rates of 8.75% to 9.5%)	Bonds / Notes	—	—	$22K	0.4%
Vanguard Target Retirement 2065 Fund Mutual Funds	Mutual Funds	—	—	$21K	0.4%
Goldman Sachs Small Cap Value R6 Mutual Funds	Other securities	—	—	$20K	0.4%
Hartford MidCap R6 Mutual Funds ** 139 JPMorgan Equity Income R6 Mutual Funds	Other securities	—	—	$20K	0.4%
Oakmark International Instl Mutual Funds	Other securities	—	—	$19K	0.4%
Vanguard Emerging Mkts Stock Idx Adm Mutual Funds	Common Collective Trusts	—	—	$12K	0.2%
American Funds New World R6 Mutual Funds	Mutual Funds	—	—	$11K	0.2%
Columbia Contrarian Core I3 Mutual Funds	Other securities	—	—	$10K	0.2%
Vanguard Target Retirement Income Fund Mutual Funds	Mutual Funds	—	—	$4K	<0.1%
Vanguard Total Bond Market Index Adm Mutual Funds	Mutual Funds	—	—	$3K	<0.1%