What public Form 5500 filings show about the ITEX Property Management, LLC 401(k) plan — and how to find and check your own account.
ITEX Property Management, LLC (EIN 20-0163462) reports ITEX GROUP RETIREMENT PLAN on its most recent Form 5500, with $3.8M in plan assets across 211 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 ITEX Property Management, LLC 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ITEX Property Management, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LOREN D STARK, UBS FINANCIAL SERVICES.
