How big is ITAC Solutions LLC's plan?

ITAC Solutions LLC's plan covered 63 participants for 2024.

Original filing (PDF)20250729133019NAL0002832817042

ITAC Solutions LLC

Name: ITAC Solutions LLC — ITAC Solutions (Welfare Plan), Form 5500 (2024)
Creator: ITAC Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ITAC Solutions (Welfare Plan)

Health & welfare plan · ITAC Solutions LLC's ITAC Solutions (Welfare Plan) covered 63 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

W. HAL Shepherd signed ITAC Solutions LLC's 2024 Form 5500 as plan administrator.

W. HAL Shepherd — 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

ITAC Solutions LLC's EIN is 63-1243204.

EIN 63-1243204

Plan number 951

Plan year 2024

ACK ID 20250729133019NAL0002832817042

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ITAC Solutions LLC's plan includes health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITAC SOLUTIONS LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ITAC SOLUTIONS LLC

EIN

all filings

Address

700 MONTGOMERY HWY · SUITE 148 · BIRMINGHAM, AL · 35216

Phone

(205) 326-0004

Industry

Admin Support & Waste Mgmt

Plan administrator

Name

KENNION & CO LLC

EIN

47-2506773

City

VESTAVIA, AL

Phone

(866) 966-5457

Plan characteristics

Plan number

951

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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