STATLER FINANCIAL SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the STATLER FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.
The STATLER FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500
STATLER FINANCIAL SERVICES, INC. (EIN 59-3035963) reports STATLER FINANCIAL SERVICES, INC. PROFIT SHARING / 401(K) PLAN on its most recent Form 5500, with $119K in plan assets across 3 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 STATLER FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.
Who runs the STATLER FINANCIAL SERVICES, INC. 401(k)?
STATLER FINANCIAL 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 STATLER FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your STATLER FINANCIAL SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STATLER FINANCIAL SERVICES, 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).