STEARNS FINANCIAL SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the STEARNS FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.
The STEARNS FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500
STEARNS FINANCIAL SERVICES, INC. (EIN 41-1655119) reports STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $37.2M in plan assets across 488 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 STEARNS FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.
Who runs the STEARNS FINANCIAL SERVICES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your STEARNS FINANCIAL SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
How to check your STEARNS FINANCIAL SERVICES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask STEARNS 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).