What public Form 5500 filings show about the Steer Davies and Gleave Inc. 401(k) plan — and how to find and check your own account.
Steer Davies and Gleave Inc. (EIN 45-0585269) reports STEER DAVIES AND GLEAVE INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $10.8M in plan assets across 91 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 Steer Davies and Gleave 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Steer Davies and Gleave Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER FIDUCIARY ADVISORS.
