What public Form 5500 filings show about the MEL Stevenson and Associates, Inc. 401(k) plan — and how to find and check your own account.
MEL Stevenson and Associates, Inc. (EIN 43-1369879) reports MEL STEVENSON AND ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $47.6M in plan assets across 431 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 MEL Stevenson and Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MEL Stevenson and Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, PRIME THERAPEUTICS MANAGEMENT, MERITAIN HEALTH, ERP NATIONAL DBA ERP RETIREMENT, CETERA ADVISOR NETWORKS.
