Original filing (PDF)20250924171117NAL0017629842001

ITC TRADING MANAGEMENT COMPANY

Name: ITC TRADING MANAGEMENT COMPANY — ITC TRADING MANAGEMENT COMPANY LLC 401(K) PLAN, Form 5500 (2024)
Creator: ITC TRADING MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

ITC TRADING MANAGEMENT COMPANY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITC TRADING MANAGEMENT COMPANY.

Plan sponsor

Name

ITC TRADING MANAGEMENT COMPANY

EIN

76-0690044

Address

109 N. POST OAK · SUITE 410 · HOUSTON, TX · 77024

Phone

(713) 682-7293

Industry

Management of Companies / Holdingssee 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

2025-09-24

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

COTTONWOOD MANAGEMENT LLC

COTTONWOOD MANAGEMENT 401(K)

$941K · 6 participants

NEPTUNE HOLDING USA INC

NEPTUNE 401K PLAN

$942K · 9 participants

THE BROUSSARD GROUP

THE BROUSSARD GROUP EMPLOYEE BENEFIT PLAN & TRUST

$951K · 232 participants

RED BADGE MANAGEMENT LLC

RED BADGE MANAGEMENT 401(K) PLAN

$951K · 17 participants

BRISTLECONE ENTERPRISES, INC.

BRISTLECONE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

$926K · 2 participants