Stein Certified Public Accountants, P.C. 401(k) Plan

The Stein Certified Public Accountants, P.C. 401(k) on its latest Form 5500

Stein Certified Public Accountants, P.C. (EIN 36-4015483) reports IA-BEC 401(K) PLAN AND TRUST on its most recent Form 5500, with $8.4M in plan assets across 42 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 Stein Certified Public Accountants, P.C. filing — schedules, fees, and providers.

Who runs the Stein Certified Public Accountants, P.C. 401(k)?

Stein Certified Public Accountants, P.C.’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 Stein Certified Public Accountants, P.C.HR for the recordkeeper’s name and login.

How to check your Stein Certified Public Accountants, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Stein Certified Public Accountants, P.C. 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).