What public Form 5500 filings show about the Retail Investors of Texas, Ltd. 401(k) plan — and how to find and check your own account.
Retail Investors of Texas, Ltd. (EIN 74-1471937) reports RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $37.0M in plan assets across 1,861 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 Retail Investors of Texas, Ltd. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Retail Investors of Texas, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IMAGINE 360 ADMINISTRATORS, BEAUMONT ASSET MANAGEMENT, BROUSSARD & CPA S L L C.
