Iteris, Inc. 401(k) Plan: Login, Facts & Contact Information

Iteris, Inc. 401(k) Plan Facts

Plan name
ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
ITERIS, INC.
Participants
724 (503 active employees)
Former employees with a balance
234
Plan assets
$97,752,741 at Dec 31, 2024
Average account balance
$133,725 across 731 accounts
Employer contributions
$2,268,206 in plan year 2024 (27% of all contributions)
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1973
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.30 million went into the plan in contributions, $2.27 million of it from the employer (27%).
  • $7.17 million was paid out to participants.
  • Investment and other income added $14.6 million.
  • Administrative expenses were $2.44 million, about $3,340 per account.

How the Iteris, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019562$61.6 million$1.46 million$4.65 million
2020617$74.1 million$1.71 million$6.98 million
2021580$88.7 million$1.74 million$6.44 million
2022646$72.5 million$1.91 million$6.58 million
2023684$84.4 million$2.19 million$8.46 million
2024724$97.8 million$2.27 million$7.17 million

Iteris, Inc. 401(k) Contact Information

Phone
949-270-9679
Mailing address
1700 CARNEGIE AVE STE 100, SANTA ANA CA 927055551
Plan sponsor
ITERIS, INC.
Employer identification number (EIN)
95-2588496
Plan number
005

Questions about the Iteris, Inc. 401(k)

Does Iteris, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.27 million, 27% of all contributions.

Does the Iteris, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Iteris, Inc 401(k) plan?

724 participants at the start of plan year 2024, 503 of them active employees, and 234 former employees who still had money in the plan.

What is the average 401(k) balance at Iteris, Inc?

About $133,725 per account: $97.8 million in plan assets across 731 accounts with a balance at the end of plan year 2024.

Who manages the Iteris, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Iteris, Inc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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