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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

G. STEPHENS INC. 401(k) Plan

What public Form 5500 filings show about the G. STEPHENS INC. 401(k) plan — and how to find and check your own account.

Plan assets
$1.9M
Participants
30
Plans on file
1

The G. STEPHENS INC. 401(k) on its latest Form 5500

G. STEPHENS INC. (EIN 34-1732984) reports G. STEPHENS INC. 401 (K) RETIREMENT PLAN on its most recent Form 5500, with $1.9M in plan assets across 30 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 G. STEPHENS INC. filing — schedules, fees, and providers.

Who runs the G. STEPHENS INC. 401(k)?

G. STEPHENS 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 G. STEPHENS INC.HR for the recordkeeper’s name and login.

How to check your G. STEPHENS INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask G. STEPHENS 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).
More on this employer: G. STEPHENS INC. — all Form 5500 filings (EIN 34-1732984) · Ohio employer EIN lookup · Form 5500 search
G. STEPHENS INC. 401(k) Plan — Form 5500