What public Form 5500 filings show about the Mid Step Services Inc. 401(k) plan — and how to find and check your own account.
Mid Step Services Inc. (EIN 42-1086647) reports MID-STEP SERVICES INC RETIREMENT PLAN on its most recent Form 5500, with $6.3M in plan assets across 382 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 Mid Step Services Inc. filing — schedules, fees, and providers.
Mid Step Services 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 Mid Step Services Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, SECURITY NATIONAL BANK.
