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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ITERIS, INC. 401(k) Plan

What public Form 5500 filings show about the ITERIS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$97.8M
Participants
503
Plans on file
1

The ITERIS, INC. 401(k) on its latest Form 5500

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.

Who runs the ITERIS, INC. 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 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.

How to check your ITERIS, INC. 401(k)

  • Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
  • Ask ITERIS, INC. 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).
More on this employer: ITERIS, INC. — all Form 5500 filings (EIN 95-2588496) · California employer EIN lookup · Form 5500 search
ITERIS, INC. 401(k) Plan — Form 5500