What public Form 5500 filings show about the IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries 401(k) plan — and how to find and check your own account.
IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries (EIN 43-1807850) reports IPX EXCHANGE SERVICES, INC. SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $397K in plan assets across 4 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 IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries filing — schedules, fees, and providers.
IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask IPX Exchange Services, Inc. DBA 1031 Exchange IntermediariesHR for the recordkeeper’s name and login.
