How big is Ithaca Investments, Ltd.'s plan?

Ithaca Investments, Ltd.'s plan reported $1.9M in assets and 26 participants for 2024.

Original filing (PDF)20250626120933NAL0008538113001

Ithaca Investments, Ltd.

Name: Ithaca Investments, Ltd. — Ithaca Investments, Ltd., Form 5500 (2024)
Creator: Ithaca Investments, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ithaca Investments, Ltd. 401(k) Plan

401(k) retirement plan · Ithaca Investments, Ltd.'s Ithaca Investments, Ltd. 401(k) Plan held $1.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Tim Moxon signed Ithaca Investments, Ltd.'s 2024 Form 5500 as plan administrator.

Tim Moxon — 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

Ithaca Investments, Ltd.'s EIN is 74-2643391.

EIN 74-2643391

Plan number 001

Plan year 2024

ACK ID 20250626120933NAL0008538113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ithaca Investments, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ithaca Investments, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ITHACA INVESTMENTS, LTD.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

ITHACA INVESTMENTS, LTD

EIN

all filings

Address

4515 SAN PEDRO AVENUE · SAN ANTONIO, TX · 78212

Phone

(210) 737-3000

Industry

Professional & Technical Services

Plan administrator