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Sponsor portfolio

ITS PLUS, INC.

EIN 20-3858711-consumer goods-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
24
6220 TRAILWOOD DRIVE, SUITE 200 - PLANO, TX 75024817-404-9287itsplus3.comLinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 12 part#001401k-$1.2M - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • ITS PLUS 401(K) (#001)33%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)12
  • ITS PLUS 401(K) (#001)12
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ITS PLUS CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ITS PLUS 401(K) PLAN

401k

Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ITS PLUS CASH BALANCE PLANCashBalance$2.5M122025
001ITS PLUS 401(K) PLAN401k$1.2M122025
Retirement plans
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