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

J.C. STEELE AND SONS, INC. 401(k) Plan

What public Form 5500 filings show about the J.C. STEELE AND SONS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$27.6M
Participants
126
Plans on file
1

The J.C. STEELE AND SONS, INC. 401(k) on its latest Form 5500

J.C. STEELE AND SONS, INC. (EIN 56-0495324) reports J.C. STEELE & SONS,INC PROFIT SHARING AND RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $27.6M in plan assets across 126 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 J.C. STEELE AND SONS, INC. filing — schedules, fees, and providers.

Who runs the J.C. STEELE AND 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J.C. STEELE AND SONS, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT.

How to check your J.C. STEELE AND SONS, INC. 401(k)

  • Log in to Lincoln Financial’s participant portal (the site on your statements).
  • Ask J.C. STEELE AND 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: J.C. STEELE AND SONS, INC. — all Form 5500 filings (EIN 56-0495324) · North Carolina employer EIN lookup · Form 5500 search
J.C. STEELE AND SONS, INC. 401(k) Plan — Form 5500