What public Form 5500 filings show about the Clements Purvis & Stewart PC 401(k) plan — and how to find and check your own account.
Clements Purvis & Stewart PC (EIN 58-1414947) reports CLEMENTS PURVIS & STEWART PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $6.3M in plan assets across 28 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 Clements Purvis & Stewart PC filing — schedules, fees, and providers.
Clements Purvis & Stewart PC’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 Clements Purvis & Stewart PCHR for the recordkeeper’s name and login.
