Step UP for Students-Florida, Inc. 401(k) Plan

The Step UP for Students-Florida, Inc. 401(k) on its latest Form 5500

Step UP for Students-Florida, Inc. (EIN 59-3649371) reports STEP UP FOR STUDENTS 401(K) PLAN on its most recent Form 5500, with $20.9M in plan assets across 397 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 Step UP for Students-Florida, Inc. filing — schedules, fees, and providers.

Who runs the Step UP for Students-Florida, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Step UP for Students-Florida, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, EMPOWER ADVISORY GROUP, GLOBAL RETIREMENT PARTNERS.

How to check your Step UP for Students-Florida, Inc. 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Step UP for Students-Florida, 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).