What public Form 5500 filings show about the Property Tax Associates, Inc. 401(k) plan — and how to find and check your own account.
Property Tax Associates, Inc. (EIN 74-2355210) reports PROPERTY TAX ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $993K in plan assets across 11 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 Property Tax Associates, Inc. filing — schedules, fees, and providers.
Property Tax Associates, Inc.’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 Property Tax Associates, Inc.HR for the recordkeeper’s name and login.