THE 1031 EXCHANGE CONNECTION, INC. 401(k) Plan
What public Form 5500 filings show about the THE 1031 EXCHANGE CONNECTION, INC. 401(k) plan — and how to find and check your own account.
The THE 1031 EXCHANGE CONNECTION, INC. 401(k) on its latest Form 5500
THE 1031 EXCHANGE CONNECTION, INC. (EIN 20-0136112) reports 1031 EXCHANGE CONNECTION 401(K) PLAN on its most recent Form 5500, with $354K in plan assets across 2 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 THE 1031 EXCHANGE CONNECTION, INC. filing — schedules, fees, and providers.
Who runs the THE 1031 EXCHANGE CONNECTION, INC. 401(k)?
THE 1031 EXCHANGE CONNECTION, 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 THE 1031 EXCHANGE CONNECTION, INC.HR for the recordkeeper’s name and login.
How to check your THE 1031 EXCHANGE CONNECTION, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE 1031 EXCHANGE CONNECTION, 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).