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Original filing (PDF)20251014210738NAL0003742609001
ITG CIGARS, INC.
Form 5500
FILING_RECEIVED
ITG CIGARS, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
48% in single holding~119 bps in Sched C feesNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
—
Plan assets (EOY)
$49.5M
Net assets (EOY)
$49.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Mercer Active Long Corporate Fixed Income Fund Common/collective trust fund" is 48% of plan.
- 119 bps in Schedule C fees — 311% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITG CIGARS, INC..
Plan sponsor
Name
ITG CIGARS, INC.
EIN
59-3472656
Address
628 GREEN VALLEY ROAD · SUITE 500 · GREENSBORO, NC · 27408
Phone
(336) 335-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $389K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $145K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $32K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $24K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $1K | — |
Investments
1 direct security · 11 pooled funds· $49.0M(99% 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.
Common Collective Trust
$48.5M
11 holdings
Uncategorized
$568K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORP FIXED INCOM MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $22.9M | $23.4M | 47.3% | |
| SS INTERMEDIATE US GOVT BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 209 | Common Collective Trust | — | $6.9M | $7.1M | 14.4% | |
| MERCER US LARGE CAP PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $4.6M | $5.9M | 11.8% | |
| MERCER US CORE REAL ESTATE PORTFOLI MERCER TRUST COMPANY LLC · EIN 87-1321612 / PN 022 | Common Collective Trust | — | $3.0M | $2.8M | 5.6% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $2.0M | $2.5M | 5.0% | |
| MERCER PASSIVE LONG GOVT FIXED IN MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $2.1M | $1.9M | 3.8% | |
| MERCER ULTRA LONG DURATION PORTFOLI MERCER TRUST COMPANY LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $2.5M | $1.4M | 2.9% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $1.2M | $1.4M | 2.8% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $983K | $1.0M | 2.0% | |
| MERCER US SMALL-MID CAP EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $704K | $877K | 1.8% | |
| MFB Northern Institutional Treasury Portfolio Fund Money market fund | — | — | $568K | $568K | 1.1% | |
| MERCER GLOBAL LOW VOLATILITY EQ MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $250K | $308K | 0.6% |
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