Employers › ITT › plan 004
Recordkeeping fees per participant · ITT Retirement Savings Plan · plan year 2024
$113.48
Higher than 95% of the 1,697 plans $250M to 1B that report it.
= $423,040 / 3,728
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006151056NAL0009712290001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006151056NAL0009712290001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.
Administrative expenses excluding investment management, per participant
$124.07
Higher than 85% of the 2,324 plans $250M to 1B that report it.
= $462,540 / 3,728
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006151056NAL0009712290001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006151056NAL0009712290001, received 2025-10-06
Administrative expenses per participant
$250.66
Higher than 94% of the 2,405 plans $250M to 1B that report it.
= $934,443 / 3,728
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006151056NAL0009712290001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006151056NAL0009712290001, received 2025-10-06
Administrative expenses as a share of assets
0.155%
Higher than 85% of the 2,407 plans $250M to 1B that report it.
= $934,443 / $601,088,728
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006151056NAL0009712290001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006151056NAL0009712290001, received 2025-10-06
Employer contributions per participant
$4,772
Higher than 71% of the 2,457 plans $250M to 1B that report it.
= $17,789,982 / 3,728
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006151056NAL0009712290001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006151056NAL0009712290001, received 2025-10-06
Employer share of total contributions
37.3%
Higher than 69% of the 2,459 plans $250M to 1B that report it.
= $17,789,982 / $47,677,368
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006151056NAL0009712290001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006151056NAL0009712290001, received 2025-10-06
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2O ESOP-related feature · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006151056NAL0009712290001, received 2025-10-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ITT INDUSTRIES HOLDINGS, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Plan name | ITT RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Sponsor EIN / plan number | 34-1990908 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Sponsor location | STAMFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Industry (business code) | 333200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Participants, beginning of year | 4,144 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Active participants | 2,459 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Participants, end of year | 3,809 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Participants with an account balance | 3,728 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total assets, beginning of year | $581,098,840 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total assets, end of year | $601,088,728 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Net assets, end of year | $601,037,728 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total income | $116,005,056 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Net income | $44,852,118 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Employer contributions | $17,789,982 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Participant contributions | $25,797,469 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $4,089,917 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total contributions | $47,677,368 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Benefit payments | $70,037,299 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $71,152,938 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Total administrative expenses | $934,443 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Recordkeeping fees | $423,040 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| IQPA audit fees | $48,800 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Investment advisory and management fees | $471,903 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Administrative expenses excluding investment management | $462,540 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Held in common/collective trusts | $440,544,905 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Held in mutual funds | $145,050,726 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006151056NAL0009712290001, received 2025-10-06 |
| Independent auditor | CROWE, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006151056NAL0009712290001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006151056NAL0009712290001, received 2025-10-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 28 Investment management | $356,277 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees | $253,766 | yes |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | 27 Investment advisory (plan) | $103,125 | no |
| CROWE LLP | NONE | 10 Accounting (including auditing) | $48,800 | no |
| MERCER (US) INC MERCER INVESTMENTS | NONE | 27 Investment advisory (plan) | $12,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006151056NAL0009712290001, received 2025-10-06.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.