INCOME RESEARCH & MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the INCOME RESEARCH & MANAGEMENT 401(k) plan — and how to find and check your own account.
The INCOME RESEARCH & MANAGEMENT 401(k) on its latest Form 5500
INCOME RESEARCH & MANAGEMENT (EIN 04-2955404) reports INCOME RESEARCH & MANAGEMENT PROFIT SHARING 401(K) PLAN & TRUST on its most recent Form 5500, with $117.7M in plan assets across 213 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 RESEARCH & MANAGEMENT filing — schedules, fees, and providers.
Who runs the INCOME RESEARCH & MANAGEMENT 401(k)?
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 RESEARCH & MANAGEMENT 401(k).
How to check your INCOME RESEARCH & MANAGEMENT 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask INCOME RESEARCH & MANAGEMENT HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).