What public Form 5500 filings show about the Stacey Belmont PHD and Associate 401(k) plan — and how to find and check your own account.
Stacey Belmont PHD and Associate (EIN 46-3550129) reports STACEY BELMONT PHD AND ASSOCIATES L on its most recent Form 5500, with $440K in plan assets across 16 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 Stacey Belmont PHD and Associate filing — schedules, fees, and providers.
Stacey Belmont PHD and Associate’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 Stacey Belmont PHD and AssociateHR for the recordkeeper’s name and login.