# Investors Mgmt Trust Real Estate Group 401(k) Plan
Source: https://planprovider.pro/companies/investors-mgmt-trust-real-estate-group-401k-plan

> Investors Mgmt Trust Real Estate Group's 401(k) plan: 572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- Plan Sponsor: Investors Mgmt Trust Real Estate Group (EIN 954510577)

- Plan Type: 401(k)

- Total Participants: 572

- Total Assets: $26.5M

- Sponsor State: CA

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|572|$26.5M|$915,570|$2.7M|

| 2023|580|$22.4M|$884,924|$2.5M|

| 2022|549|$17.7M|$808,122|$2.2M|

## Service Providers

- **BAKER TILLY, US, LLP** — Accountant / Independent Qualified Public Accountant ($17,325)

## Similar Plans

- [Anderson Holdings](https://planprovider.pro/companies/anderson-holdings-401k-plan) — 779 participants

- [Gleiberman Properties INC.](https://planprovider.pro/companies/gleiberman-properties-inc-401k-plan) — 779 participants

- [Jrk Residential Group, INC.](https://planprovider.pro/companies/jrk-residential-group-inc-401k-plan) — 747 participants

- [The Management Trust](https://planprovider.pro/companies/the-management-trust-401k-plan) — 827 participants

- [Cal-Am Properties, INC.](https://planprovider.pro/companies/cal-am-properties-inc-plan-001) — 849 participants

- [Seabreeze Management Company, INC.](https://planprovider.pro/companies/seabreeze-management-company-inc-401k-plan) — 630 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investors-mgmt-trust-real-estate-group-401k-plan)

© 2026 PlanProvider.Pro