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Sponsor portfolio

ITM ALLIANCE, LLC

EIN 20-8546923-hospitality-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
11
1870 SOUTH LEE COURT - BUFORD, GA 30518404-597-0041itmalliance.comLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filings
#002CashBalance-$541K - 4 part#001ProfitSharing-$467K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • LLC 401K PLAN (#001)46%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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

ITM ALLIANCE, LLC CASH BALANCE PLAN

CashBalance

Assets$541K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ITM ALLIANCE, LLC 401K PLAN

ProfitSharing

Assets$467K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ITM ALLIANCE, LLC CASH BALANCE PLANCashBalance$541K42024
001ITM ALLIANCE, LLC 401K PLANProfitSharing$467K72024
Retirement plans
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