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Department of Labor filing

ITSUGAR LLC

IT'SUGAR LLC 401K · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$316

Reported employer contributions per active participant.

Higher than about 34% of comparable plans
#People in the filing
500

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$73 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 55% of comparable plans
↗Investment performance
Not available

Plan assets changed 24.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $593 · based on 104 comparable plans
Lower reported administrative expense55th percentileTypical peer $82 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ITSUGAR LLC reported $158,068 in employer contributions across the plan and 500 active participants. That works out to $316 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 60.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$158,068
Participant contributions
$881,717
Other contributions
$52,395
Employer share of reported contributions
15.2%
Beginning assets
$3,075,400
Ending assets
$3,819,600
Ending net assets
$3,819,600
Ending liabilities
$0
Total income
$1,530,986
Total expenses
$786,786
Administrative expenses
$55,010
Participant loans
$66,719

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$197
2023
$259
2024
$316
Plan-paid administrative expenses per participant
2022
$62
2023
$54
2024
$73
Active participants
2022
501
2023
492
2024
500
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3165003.8M20251010051850NAL0007694305001
2023$2594923.1M20241011091626NAL0012317731001
2022$1975012M20231014051811NAL0069956322001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
202138344-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2016
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251010051850NAL0007694305001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗