What public Form 5500 filings show about the Stephen Ward Associates Inc. 401(k) plan — and how to find and check your own account.
Stephen Ward Associates Inc. (EIN 71-0866494) reports STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $801K in plan assets across 29 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 Ward Associates Inc. filing — schedules, fees, and providers.
Stephen Ward Associates Inc.’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 Stephen Ward Associates Inc.HR for the recordkeeper’s name and login.
