What public Form 5500 filings show about the Gunster, Yoakley & Stewart, P.A. 401(k) plan — and how to find and check your own account.
Gunster, Yoakley & Stewart, P.A. (EIN 59-1450702) reports GUNSTER RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $242.7M in plan assets across 590 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 Gunster, Yoakley & Stewart, P.A. filing — schedules, fees, and providers.
Gunster, Yoakley & Stewart, P.A.’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 Gunster, Yoakley & Stewart, P.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, ERISA PENSION SYSTEMS, AETNA BEHAVORIAL HEALTH, CAP FINANCIAL, NORTH PIER FIDUCIARY MANAGEMENT, CIGNA HEALTH AND LIFE INSURANCE COM.
