Retail Investors Of Texas, Ltd. 401(k) Plan: Login, Facts & Contact Information
Retail Investors Of Texas, Ltd. 401(k) Login
158 former Retail Investors Of Texas, Ltd. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Retail Investors Of Texas, Ltd. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 1, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.23 million went into the plan in contributions, $259,085 of it from the employer (21%).
- $4.49 million was paid out to participants.
- Investment and other income added $5.09 million.
- Administrative expenses were $125,531, about $238 per account.
How the Retail Investors Of Texas, Ltd. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,132 | $32.2 million | $329,495 | $2.81 million |
| 2020 | 993 | $34.8 million | $320,804 | $3.94 million |
| 2021 | 976 | $38.3 million | $300,821 | $2.91 million |
| 2022 | 927 | $30.8 million | $274,391 | $2.37 million |
| 2023 | 924 | $35.4 million | $263,692 | $1.94 million |
| 2024 | 976 | $37.0 million | $259,085 | $4.49 million |
Retail Investors Of Texas, Ltd. 401(k) Contact Information
Questions about the Retail Investors Of Texas, Ltd. 401(k)
Does Retail Investors Of Texas, Ltd contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $259,085, 21% of all contributions.
Does the Retail Investors Of Texas, Ltd 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Retail Investors Of Texas, Ltd 401(k) plan?
976 participants at the start of plan year 2024, 1,861 of them active employees, and 158 former employees who still had money in the plan.
What is the average 401(k) balance at Retail Investors Of Texas, Ltd?
About $70,064 per account: $37.0 million in plan assets across 528 accounts with a balance at the end of plan year 2024.
Who manages the Retail Investors Of Texas, Ltd 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Retail Investors Of Texas, Ltd. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.