How big is ITC Tax LLC's plan?

ITC Tax LLC's plan reported $816K in assets and 16 participants for 2025.

Original filing (PDF)20260521153205NAL0002300929001

ITC Tax LLC

Name: ITC Tax LLC — ITC Tax LLC 401(k) Plan, Form 5500 (2025)
Creator: ITC Tax LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ITC Tax LLC 401(k) Plan

401(k) retirement plan · ITC Tax LLC's ITC Tax LLC 401(k) Plan held $816K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$816K

Net assets (EOY)

$816K

People on this filing

Delinda Dzeda signed ITC Tax LLC's 2025 Form 5500 as plan administrator.

Delinda Dzeda — 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

ITC Tax LLC's EIN is 47-4205269.

EIN 47-4205269

Plan number 001

Plan year 2025

ACK ID 20260521153205NAL0002300929001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ITC Tax LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ITC Tax 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 ITC TAX LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ITC TAX LLC

EIN

all filings

Address

13105 NORTHWEST FREEWAY · SUITE 1115 · HOUSTON, TX · 77040

Phone

(512) 963-7404

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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