MAURICE STEPHENS FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the MAURICE STEPHENS FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The MAURICE STEPHENS FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
MAURICE STEPHENS FINANCIAL GROUP, INC. (EIN 30-0142197) reports MAURICE STEPHENS FINANCIAL GROUP, INC 401(K) PLAN on its most recent Form 5500, with $342K 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 MAURICE STEPHENS FINANCIAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the MAURICE STEPHENS FINANCIAL GROUP, INC. 401(k)?
MAURICE STEPHENS FINANCIAL GROUP, INC.’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 MAURICE STEPHENS FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.
How to check your MAURICE STEPHENS FINANCIAL GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MAURICE STEPHENS FINANCIAL GROUP, 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).