Back to filter
Original filing (PDF)20250725094537NAL0008514032001
IT CONCEPTS, INC.
Form 5500
FILING_RECEIVED
IT CONCEPTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
762
Accounts w/ balance
532
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
43 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IT CONCEPTS, INC..
Plan sponsor
Name
IT CONCEPTS, INC.
EIN
83-0377840
Address
8201 GREENSBORO DRIVE, SUITE 735 · MCLEAN, VA · 22102
Phone
(571) 918-9981
Industry
Professional & Technical Servicessee 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
2025-07-25
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | WAYNE, PA | RECORDKEEPER AND CUSTODI | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $67K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES | 51-0383217 | WILMINGTON, DE | TPA | $24K | — |
Investments
1 direct security · 43 pooled funds· $26.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$26.4M
43 holdings
Uncategorized
$395K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $3.1M | 11.4% | |
| VANGUARD TARGET RETIREMENT 2045 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.7M | 9.9% | |
| VANGUARD 500 INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.6M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2035 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.3% | |
| VANGUARD TARGET RETIREMENT 2050 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.9M | 7.2% | |
| VANGUARD TARGET RETIREMENT 2055 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2025 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2030 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| VANGUARD TOTAL STOCK MARKET INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| VANGUARD GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2060 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| JPMORGAN U.S. EQUITY THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $687K | 2.6% | |
| FRANKLIN GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $519K | 1.9% | |
| VANGUARD MID CAP GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $503K | 1.9% | |
| Participant Loans Bearing interest at 4.25%-9.50% - | — | — | — | $395K | 1.5% | |
| VANGUARD SMALL CAP GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $388K | 1.4% | |
| VANGUARD MID CAP INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $387K | 1.4% | |
| VANGUARD TARGET RETIREMENT INCOME THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $327K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $309K | 1.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $308K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2020 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $303K | 1.1% | |
| METLIFE GAC-25053 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $301K | 1.1% | |
| VANGUARD SMALL CAP INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $260K | 1.0% | |
| MACQUARIE EMERGING MARKETS THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $243K | 0.9% | |
| VANGUARD INTERNATIONAL GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $229K | 0.9% | |
| VANGUARD MID CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $228K | 0.9% | |
| PGIM HIGH YIELD THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $209K | 0.8% | |
| VOYA INTERMEDIATE BOND THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $196K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $143K | 0.5% | |
| AB BOND INFLATION STRATEGY 2 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $121K | 0.5% | |
| VANGUARD WELLESLEY INCOME THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $117K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $116K | 0.4% | |
| VANGUARD TOTAL INTERNATIONAL STOCK THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $111K | 0.4% | |
| VANGUARD REAL ESTATE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $78K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $75K | 0.3% | |
| T. ROWE PRICE VALUE I THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| INVESCO SMALL CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $62K | 0.2% | |
| PRINCIPAL MID CAP S&P 400 INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| VANGUARD VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $48K | 0.2% | |
| PIMCO COMMODITY REAL RETURN STRATEG THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $36K | 0.1% | |
| LORD ABBETT BOND DEBENTURE THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $25K | <0.1% | |
| AMERICAN FUNDS CAPITAL INCOME BUILD THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS INCOME FUND OF AMERI THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
Related plans
Other plans using CETERA INVESTMENT ADVISORS
PLAN PROFESSIONALS, LLC
OPEN PEP
$355.0M · 18,762 participants
THE COMMON FUND FOR NONPROFITS
THE COMMONFUND RETIREMENT SAVINGS PLAN
$142.2M · 182 participants
DYNATA, LLC
DYNATA, LLC EMPLOYEE 401(K) PLAN
$114.1M · 4,474 participants
ICIMS
ICIMS 401(K) PLAN
$105.6M · 697 participants
METRO-WEST ANESTHESIA GROUP, INC.
METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN
$96.5M · 193 participants
SANDBERG, PHOENIX & VON GONTARD P.C
SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN
$92.9M · 365 participants
Similar-size Professional & Technical Services plans
GROW AMERICA
GROW AMERICA DEFINED BENEFIT PENSION PLAN
$26.7M · 72 participants
WILLIS TOWERS WATSON US, LLC
LIFESIGHT POOLED EMPLOYER PLAN
$26.9M · 1,382 participants
LOGICSOURCE, INC.
LOGICSOURCE INC 401(K) PSP & TRUST
$27.0M · 332 participants
HUMAN SERVICES MANAGEMENT CORP INC
HUMAN SERVICES MANAGEMENT CORPORATION 401K AND PROFIT SHARING PLAN
$27.1M · 808 participants
AMES & GOUGH INSURANCE/RISK
AMES & GOUGH INSURANCE/RISK MANAGEMENT, INC.
$27.1M · 62 participants
CONEXON, LLC
CONEXON 401(K) PLAN
$27.2M · 828 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B