Christine Secord signed Iteris, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iteris, Inc.'s EIN is 95-2588496.
Download the official 2024 Form 5500 (PDF) for Iteris, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iteris, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | CONSULTANT | $72K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $15.7M | 16.0% | |
| AllianceBernstein AB Large Cap Growth Z Fund | Other securities | — | — | $6.7M | 6.9% | |
| T.ROWE PRICE RETIREMENT BLD 2035 A T. ROWE PRICE · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $6.0M | 6.1% | |
| T.ROWE PRICE RETIREMENT BLD 2025 A T. ROWE PRICE · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.4M | 5.5% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.3M | 5.4% | |
| T.ROWE PRICE RETIREMENT BLD 2030 A T. ROWE PRICE · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.2% | |
| American Funds American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $4.7M | 4.9% | |
| JANUS HENDERSON ENTERPRISE GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.4% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $4.1M | 4.2% | |
| T.ROWE PRICE RETIREMENT BLD 2040 A T. ROWE PRICE · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.1M | 4.2% | |
| T.ROWE PRICE RETIREMENT BLD 2020 A T. ROWE PRICE · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.3% | |
| T.ROWE PRICE RETIREMENT BLD 2045 A T. ROWE PRICE · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.8M | 2.9% | |
| T.ROWE PRICE RETIREMENT BLD 2050 A T. ROWE PRICE · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.9% | |
| T.ROWE PRICE RETIREMENT BLD 2055 A T. ROWE PRICE · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.8% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund | Other securities | — | — | $2.5M | 2.6% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps Instl | Other securities | — | — | $2.2M | 2.3% | |
| Principal Funds Real Estate Securities Fund | Other securities | — | — | $2.0M | 2.0% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.8M | 1.8% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $1.7M | 1.7% | |
| T.ROWE PRICE RETIREMENT BLD 2060 A T. ROWE PRICE · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $1.4M | 1.5% | |
| Victory Capital Victory Sycamore Small Company Opp Fund | Common Stocks | — | — | $1.3M | 1.4% | |
| American Funds American Funds Balanced Fund Class R-6 | Mutual Funds | — | — | $1.3M | 1.4% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| American Funds American Funds New World Fund® Class A | Mutual Funds | — | — | $826K | 0.8% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $701K | 0.7% | |
| LOAN FUND LOANS | Other securities | — | $698K | $698K | 0.7% | |
| Invesco Discovery Fund R6 | Mutual Funds | — | — | $632K | 0.6% | |
| Seagate Technology Holdings PLC Common Stock - 6,475 shares | Common Stocks | — | — | $559K | 0.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $530K | 0.5% | |
| Hartford Mutual Funds Hartford World Bond Fund CL R6 | Other securities | — | — | $479K | 0.5% | |
| T.ROWE PRICE RETIREMENT BLD 2015 A T. ROWE PRICE · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $301K | 0.3% | |
| American Century Investments American Century Mid Cap Value Fund | Other securities | — | — | $203K | 0.2% | |
| T.ROWE PRICE RETIREMENT BLD 2005 A T. ROWE PRICE · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $163K | 0.2% | |
| T.ROWE PRICE RETIREMENT BLD 2010 A T. ROWE PRICE · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $34K | <0.1% | |
| BlackRock Liquidity FedFund Instl | Other securities | — | — | $25K | <0.1% | |
| T.ROWE PRICE RETIREMENT BLD 2065 A T. ROWE PRICE · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| Quantum Corporation Common Stock - 93 shares | Common Stocks | — | — | $5K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER | 41-0244008 | — | OTHER | $4K | — |
