James R. Stein Architect, PLLC 401(k) Plan

The James R. Stein Architect, PLLC 401(k) on its latest Form 5500

James R. Stein Architect, PLLC (EIN 87-2639255) reports JAMES R. STEIN ARCHITECT 401(K) PLAN on its most recent Form 5500, with $855K in plan assets across 3 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 James R. Stein Architect, PLLC filing — schedules, fees, and providers.

Who runs the James R. Stein Architect, PLLC 401(k)?

James R. Stein Architect, PLLC’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 James R. Stein Architect, PLLCHR for the recordkeeper’s name and login.

How to check your James R. Stein Architect, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask James R. Stein Architect, PLLC 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).