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STEPHEN JOSEPH, INC. 401(k) Plan

What public Form 5500 filings show about the STEPHEN JOSEPH, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.1M
Participants
79
Plans on file
1

The STEPHEN JOSEPH, INC. 401(k) on its latest Form 5500

STEPHEN JOSEPH, INC. (EIN 75-2146463) reports STEPHEN JOSEPH, INC. 401(K) PLAN on its most recent Form 5500, with $2.1M in plan assets across 79 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 STEPHEN JOSEPH, INC. filing — schedules, fees, and providers.

Who runs the STEPHEN JOSEPH, 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 STEPHEN JOSEPH, INC. 401(k).

How to check your STEPHEN JOSEPH, INC. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask STEPHEN JOSEPH, 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).
More on this employer: STEPHEN JOSEPH, INC. — all Form 5500 filings (EIN 75-2146463) · Texas employer EIN lookup · Form 5500 search
STEPHEN JOSEPH, INC. 401(k) Plan — Form 5500