Banco Itau International 401(k) Plan: Login, Facts & Contact Information

Banco Itau International 401(k) Plan Facts

Plan name
BANCO ITAU INTERNATIONAL 401(K)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BANCO ITAU INTERNATIONAL
Participants
418 (274 active employees)
Former employees with a balance
138
Plan assets
$61,145,130 at Dec 31, 2024
Average account balance
$172,726 across 354 accounts
Employer contributions
$2,412,938 in plan year 2024 (40% of all contributions)
Recordkeeper
Merrill Lynch Pierce Fenner & Smith
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.99 million went into the plan in contributions, $2.41 million of it from the employer (40%).
  • $5.90 million was paid out to participants.
  • Investment and other income added $7.19 million.
  • Administrative expenses were $24,550, about $69 per account.

How the Banco Itau International 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019225$19.7 million$719,282$2.10 million
2020253$22.7 million$1.00 million$2.27 million
2021316$47.5 million$1.29 million$1.36 million
2022384$42.0 million$2.17 million$2.50 million
2023383$53.9 million$2.24 million$1.95 million
2024418$61.1 million$2.41 million$5.90 million

Banco Itau International 401(k) Contact Information

Phone
305-416-7851
Mailing address
200 S BISCAYNE BLVD 22ND FL, MIAMI FL 33131
Plan sponsor
BANCO ITAU INTERNATIONAL
Employer identification number (EIN)
04-2488669
Plan number
001

Questions about the Banco Itau International 401(k)

Does Banco Itau International contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.41 million, 40% of all contributions.

Does the Banco Itau International 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Banco Itau International 401(k) plan?

418 participants at the start of plan year 2024, 274 of them active employees, and 138 former employees who still had money in the plan.

What is the average 401(k) balance at Banco Itau International?

About $172,726 per account: $61.1 million in plan assets across 354 accounts with a balance at the end of plan year 2024.

Who manages the Banco Itau International 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH PIERCE FENNER & SMITH) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Banco Itau International. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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