What public Form 5500 filings show about the Income Property Management, Co. 401(k) plan — and how to find and check your own account.
Income Property Management, Co. (EIN 93-0703692) reports INCOME PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $7.2M in plan assets across 450 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 Income Property Management, Co. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Income Property Management, Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MOSS ADAM, DESCHUTES INVESTMENT CONSULTING LL.
