Back to filter
Original filing (PDF)20240801132407NAL0015212675001
ITECH US, INC.
Form 5500
FILING_RECEIVED
ITECH US, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
299
Accounts w/ balance
176
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 64 bps in Schedule C fees — 121% above peer band of 29 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITECH US, INC..
Plan sponsor
Name
ITECH US, INC.
EIN
54-2053754
Address
20 KIMBALL AVENUE · SUITE 303N · SOUTH BURLINGTON, VT · 054036831
Phone
(802) 383-1500
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | 59-2937883 | — | INVESTMENT PROFESSIONAL | $39K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using NATIONWIDE
NATIONWIDE CHILDREN'S HOSPITAL, INC.
NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN
$1.0B · 16,511 participants
NATIONWIDE CHILDREN'S HOSPITAL
NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN
$841.3M · 16,511 participants
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN
$522.0M · 5,806 participants
ELLIS HOSPITAL
ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN
$268.7M · 2,732 participants
MOREHOUSE SCHOOL OF MEDICINE
MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN
$260.2M · 1,609 participants
HOLDER CONSTRUCTION GROUP, LLC
HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN
$229.4M · 1,589 participants
Similar-size Custom Computer Programming plans
NETWORK DATA SYSTEMS, INC.
NETWORK DATA SYSTEMS SAVINGS AND RETIREMENT PLAN
$13.4M · 95 participants
POINT OF RENTAL, INC.
POR 401(K) PLAN
$13.4M · 243 participants
MEDACUITY, LLC
MEDACUITY LLC 401K PLAN AND TRUST
$13.4M · 74 participants
DUETTO RESEARCH, INC.
DUETTO RESEARCH, INC. RETIREMENT TRUST
$13.4M · 118 participants
CARLEY CORPORATION
CARLEY CORPORATION 401(K) PLAN
$13.5M · 141 participants
TRAIL OF BITS, INC.
TRAIL OF BITS, INC. 401(K) PLAN
$13.5M · 74 participants
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants