What public Form 5500 filings show about the California Association of Realtors 401(k) plan — and how to find and check your own account.
California Association of Realtors (EIN 95-0594790) reports CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN on its most recent Form 5500, with $67.5M in plan assets across 134 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full California Association of Realtors filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your California Association of Realtors 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALEXIS INVESTMENT PARTNERS, RESOURCES INVESTMENT ADVISORS, FIRST FINANCIAL CONSULTING, ONEDIGITAL TOPCO, CHARLES SCHWAB & CO.
