Itg Holdings Usa, Inc. Employee Savings & Retirement Plan
Sponsored by Itg Brands, Llc · EIN 942994213 · Plan #001
- Total assets
- $398M
- Net assets
- $398M
- Active participants
- 1,810
- With balances
- 2,201
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $103,124 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $86,871 |
| Mma Securities Llc | Consulting (general) | $70,095 |