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Original filing (PDF)20251014125359NAL0005912322001
ITA INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
ITA INTERNATIONAL LLC 401(K) PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
251
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITA INTERNATIONAL, LLC.
Plan sponsor
Name
ITA INTERNATIONAL, LLC
EIN
54-2015858
Address
P.O. BOX 2291 · YORKTOWN, VA · 23692
Phone
(757) 246-6781
Industry
Information / Tech / Mediasee all
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ASCENT GROUP, LLC | 86-3001816 | — | INVESTMENT ADVISOR | $45K | — |
Investments
22 direct securities · 7 pooled funds· $23.6M(100% of reported assets)
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.
Uncategorized
$18.4M
21 holdings
Mutual Funds
$4.6M
1 holding
Common Collective Trust
$568K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target 2025 Fund R6 | Mutual Funds | — | — | $4.6M | 19.6% | |
| American Funds Target 2020 Fund R6 | — | — | — | $3.2M | 13.4% | |
| Fidelity 500 Index Fd | — | — | — | $2.9M | 12.3% | |
| American Funds Target 2035 Fund R6 | — | — | — | $2.7M | 11.5% | |
| American Funds Target 2030 Fund R6 | — | — | — | $2.2M | 9.5% | |
| American Funds Target 2040 Fund R6 | — | — | — | $1.3M | 5.5% | |
| American Funds Target 2045 Fund R6 | — | — | — | $1.1M | 4.9% | |
| American Funds Target 2050 Fund R6 | — | — | — | $1.0M | 4.3% | |
| American Funds Target 2055 Fund R6 | — | — | — | $946K | 4.0% | |
| American Funds Target 2010 Fund R6 | — | — | — | $563K | 2.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $405K | 1.7% | |
| Fidelity US Bond Index Fd | — | — | — | $384K | 1.6% | |
| American Funds Target 2060 Fund R6 | — | — | — | $339K | 1.4% | |
| American Funds Target 2015 Fund R6 | — | — | — | $330K | 1.4% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $294K | 1.3% | |
| Baird Core Plus Bond Inst | — | — | — | $198K | 0.8% | |
| Allspring Global Spc Mid Cap Value R6 | — | — | — | $164K | 0.7% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $151K | 0.6% | |
| maturing through May 2029 | — | — | — | $149K | 0.6% | |
| Great Gray Trust Company International Stock Fund R1 | — | — | — | $127K | 0.5% | |
| WILMINGTON TRUST INTL STOCK FUND WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $127K | 0.5% | |
| Fidelity International Index Fd | — | — | — | $124K | 0.5% | |
| LARGE CAP VALUE FUND WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $76K | 0.3% | |
| American Funds Target 2065 Fund R6 | — | — | — | $70K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $70K | 0.3% | |
| SMALL CAP VALUE FUND II WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $33K | 0.1% | |
| MID CAP GROWTH WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $26K | 0.1% | |
| INTERNATIONAL GROWTH FUND II WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $8K | <0.1% | |
| SMALL CAP GROWTH FUND II WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $3K | <0.1% |