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Original filing (PDF)20250618153336NAL0003999376001
INTERNATIONAL TRANSMISSION COMPANY
Form 5500
FILING_RECEIVED
ITC SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
794
Accounts w/ balance
917
Plan assets (EOY)
$375.6M
Net assets (EOY)
$375.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL TRANSMISSION COMPANY.
Plan sponsor
Name
INTERNATIONAL TRANSMISSION COMPANY
EIN
81-0596181
Address
27175 ENERGY WAY · NOVI, MI · 48377
Phone
(248) 946-3546
Industry
Utilitiessee 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
2025-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST INST OPER CO. | 04-2647786 | — | RECORDKEEPER | -$6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $53K | — |
Investments
30 direct securities · 1 pooled fund· $374.5M(100% 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.
Uncategorized
$370.3M
30 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Co K6 Registered Investment Fund | — | — | — | $72.2M | 19.2% | |
| Fidelity Contrafund K6 Registered Investment Fund | — | — | — | $43.1M | 11.5% | |
| Fidelity 500 Index Registered Investment Fund | — | — | — | $33.4M | 8.9% | |
| Fidelity Freedom IDX 2035 IPR Registered Investment Fund | — | — | — | $19.0M | 5.1% | |
| Fidelity International Index Registered Investment Fund | — | — | — | $18.6M | 5.0% | |
| Fidelity Freedom IDX 2045 IPR Registered Investment Fund | — | — | — | $17.9M | 4.8% | |
| Vanguard Mid-Cap Value IDX ADM Registered Investment Fund | — | — | — | $17.2M | 4.6% | |
| Fidelity Freedom IDX 2040 IPR Registered Investment Fund | — | — | — | $14.0M | 3.7% | |
| Fidelity BrokerageLink Self-Directed Brokerage Accounts | — | — | — | $13.3M | 3.5% | |
| Col Dividend Inc S Registered Investment Fund | — | — | — | $12.2M | 3.2% | |
| Fidelity Freedom IDX 2030 IPR Registered Investment Fund | — | — | — | $11.6M | 3.1% | |
| Fidelity Freedom IDX 2050 IPR Registered Investment Fund | — | — | — | $11.0M | 2.9% | |
| Fidelity Government Money Market Registered Investment Fund | — | — | — | $10.9M | 2.9% | |
| Vanguard Mid-Cap Growth IDX ADM Registered Investment Fund | — | — | — | $10.8M | 2.9% | |
| Vanguard Small-Cap Value Index INST Registered Investment Fund | — | — | — | $10.2M | 2.7% | |
| Fidelity Freedom IDX 2025 IPR Registered Investment Fund | — | — | — | $10.2M | 2.7% | |
| Fidelity US Bond IDX Registered Investment Fund | — | — | — | $9.6M | 2.6% | |
| Fidelity Mid-Cap IDX Registered Investment Fund | — | — | — | $6.9M | 1.8% | |
| Fidelity Freedom IDX 2055 IPR Registered Investment Fund | — | — | — | $6.6M | 1.7% | |
| Baron Small-Cap INST Registered Investment Fund | — | — | — | $4.3M | 1.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.1% | |
| Fidelity Government Income Registered Investment Fund | — | — | — | $3.1M | 0.8% | |
| Fidelity Freedom IDX 2060 IPR Registered Investment Fund | — | — | — | $2.9M | 0.8% | |
| Fidelity Small-Cap IDX Registered Investment Fund | — | — | — | $2.7M | 0.7% | |
| Fidelity Freedom IDX 2020 IPR Registered Investment Fund | — | — | — | $2.7M | 0.7% | |
| Various Participants Notes receivable from participants (maturing 2025 - 2034 at interest rates of 5.25% - 10.50%) | — | — | — | $2.6M | 0.7% | |
| Fidelity Freedom IDX Inc IPR Registered Investment Fund | — | — | — | $1.1M | 0.3% | |
| Fidelity Freedom IDX 2065 IPR Registered Investment Fund | — | — | — | $941K | 0.3% | |
| Fidelity Freedom IDX 2010 IPR Registered Investment Fund | — | — | — | $452K | 0.1% | |
| Fortis Inc Stock Common Stock | — | — | — | $372K | <0.1% | |
| Fidelity Freedom IDX 2015 IPR Registered Investment Fund | — | — | — | $233K | <0.1% |