Ita Group Holdings, Inc. Employees' Stock Ownership Plan
Sponsored by Ita Group Holdings, Inc. · EIN 822560400 · Plan #002
- Total assets
- $498M
- Net assets
- $399M
- Active participants
- 885
- With balances
- 934
Plan year beginning 09/01/2024 · Money purchase, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greatbanc | Trustee (institutional), Direct payment from the plan | $115,296 |
| Principal | Recordkeeping, Direct payment from the plan | $50,981 |
| Bva | Valuation, Direct payment from the plan | $34,484 |
| Rsm | Accounting, Direct payment from the plan | $23,525 |
| Nyemaster | Legal, Direct payment from the plan | $8,071 |