What public Form 5500 filings show about the Klestadt Winters Jureller Southard & Stevens, LLP 401(k) plan — and how to find and check your own account.
Klestadt Winters Jureller Southard & Stevens, LLP (EIN 13-4142915) reports KLESTADT WINTERS JURELLER SOUTHARD & STEVENS, LLP 401(K) PLAN on its most recent Form 5500, with $10.3M in plan assets across 14 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 Klestadt Winters Jureller Southard & Stevens, LLP filing — schedules, fees, and providers.
Klestadt Winters Jureller Southard & Stevens, LLP’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 Klestadt Winters Jureller Southard & Stevens, LLPHR for the recordkeeper’s name and login.
