What public Form 5500 filings show about the Jonathan Stewart State Farm Agency 401(k) plan — and how to find and check your own account.
Jonathan Stewart State Farm Agency (EIN 46-4940534) reports JONATHAN STEWART INS & FIN SVCS INC 401(K) on its most recent Form 5500, with $34K in plan assets across 6 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 Jonathan Stewart State Farm Agency filing — schedules, fees, and providers.
Jonathan Stewart State Farm Agency’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 Jonathan Stewart State Farm AgencyHR for the recordkeeper’s name and login.
