How big is ITG Communications, LLC's plan?

ITG Communications, LLC's plan reported $4.1M in assets and 1,796 participants for 2024.

Original filing (PDF)20251014115534NAL0005710882003

ITG Communications, LLC

Name: ITG Communications, LLC — ITG Communications, LLC, Form 5500 (2024)
Creator: ITG Communications, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ITG Communications, LLC 401(k) Plan

401(k) retirement plan · ITG Communications, LLC's ITG Communications, LLC 401(k) Plan held $4.1M in plan assets for 1,796 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond~107 bps in Sched C fees

Active participants

1,796

Accounts w/ balance

753

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Antonio Netto signed ITG Communications, LLC's 2024 Form 5500 as plan administrator.

Antonio Netto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ITG Communications, LLC's EIN is 46-4108185.

EIN 46-4108185

Plan number 001

Plan year 2024

ACK ID 20251014115534NAL0005710882003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ITG Communications, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ITG Communications, LLC'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 ITG COMMUNICATIONS, LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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) — 106K (6% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

ITG COMMUNICATIONS, LLC

EIN

all filings

Address

152 MOLLY WALTON DR. · HENDERSONVILLE, TN · 37075

Phone

(615) 447-5347

Industry

Construction

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$44K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS, LLC	36-4291971	—	INVESTMENT ADVISORY	$0	—

Investments

26 direct securities· $4.2M(100% of reported assets)

Other securities

$3.7M

14 holdings

Common Collective Trusts

$275K

5 holdings

Mutual Funds

$203K

5 holdings

Real Estate

$9K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$739K	18.0%
Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$595K	14.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$511K	12.5%
Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$433K	10.6%
Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$396K	9.7%
Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$252K	6.2%
Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$251K	6.1%
American Funds 2070 TDR R6 Fd Mutual Fund ** 601 * Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$201K	4.9%
Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$154K	3.8%
Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$112K	2.7%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	—	$106K	2.6%
Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Fund ** 818 * Am Fds 2015 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$87K	2.1%
Vanguard Fed Money Mrkt Inv Fd Mutual Fund	Mutual Funds	—	—	$72K	1.7%
Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$59K	1.4%
Vanguard Equity-Inc Adm Fund Mutual Fund	Mutual Funds	—	—	$43K	1.1%
Vanguard Explorer Admiral Fund Mutual Fund	Mutual Funds	—	—	$42K	1.0%
Vanguard US Growth Admiral Fd Mutual Fund	Mutual Funds	—	—	$37K	0.9%
Late/Missed Year Contributions 2024	Other securities	—	—	$35K	0.9%
Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund	Common Collective Trusts	—	—	$33K	0.8%
Fidelity Mid Cp Index Fund Mutual Fund	Common Collective Trusts	—	—	$24K	0.6%
Am Fds EuroPacific Grth R6 Fd Mutual Fund	Other securities	—	—	$17K	0.4%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$13K	0.3%
DFA US Targeted Value I Fund Mutual Fund	Mutual Funds	—	—	$9K	0.2%
Secs Inst Fund Mutual Fund	Real Estate	—	—	$9K	0.2%
Fidelity Sm Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%
PGIM Total Ret Bond R6 Fd Mutual Fund	U.S. Treasuries	—	—	$2K	<0.1%