Itron, Inc. Incentive Savings Plan
Sponsored by Itron, Inc. · EIN 911011792 · Plan #001
- Total assets
- $651M
- Net assets
- $651M
- Active participants
- 2,694
- With balances
- 3,483
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $269,859 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $211,040 |
| Aon Investments Usa, Inc. | Investment advisory (plan) | $71,008 |
| $0 |