What public Form 5500 filings show about the Iteris, Inc. 401(k) plan — and how to find and check your own account.
Iteris, Inc. (EIN 95-2588496) reports ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN on its most recent Form 5500, with $97.8M in plan assets across 503 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 Iteris, Inc. 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Iteris, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FAEGRE DRINKER, PENSION ASSURANCE LLP, MORGAN STANLEY GLOBAL BANKING OPERA.
