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JACOB STERN & SONS, INC. 401(k) Plan

What public Form 5500 filings show about the JACOB STERN & SONS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$27.5M
Participants
96
Plans on file
1

The JACOB STERN & SONS, INC. 401(k) on its latest Form 5500

JACOB STERN & SONS, INC. (EIN 23-2150415) reports JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $27.5M in plan assets across 96 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 JACOB STERN & SONS, INC. filing — schedules, fees, and providers.

Who runs the JACOB STERN & SONS, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JACOB STERN & SONS, INC. 401(k).

How to check your JACOB STERN & SONS, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask JACOB STERN & SONS, 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: JACOB STERN & SONS, INC. — all Form 5500 filings (EIN 23-2150415) · California employer EIN lookup · Form 5500 search
JACOB STERN & SONS, INC. 401(k) Plan — Form 5500