Itafos Retirement Plan — Form 5500 plan (Itafos Services LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Itafos Retirement Plan is a benefit plan reported by Itafos Services LLC under EIN 81-4442118 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $34,483,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itafos Services LLC
- EIN
- 81-4442118
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $34,483,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240919131821NAL0006197729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,483,533
- Total liabilities (EOY)
- $30,248
- Net assets (EOY)
- $34,453,285
- Net assets (BOY)
- $26,240,559
Income & contributions
- Employer contributions
- $2,602,082
- Participant contributions
- $2,845,397
- Total contributions
- $5,529,723
- Total income / additions
- $10,469,002
Expenses & distributions
- Benefits paid
- $2,126,802
- Administrative expenses
- $129,474
- Total expenses
- $2,256,276
- Net increase / (decrease)
- $8,212,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $80,630 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $45,558 | $0 | 2023 |