STEPHENS AND SMITH CONSTRUCTION 401(k) Plan
What public Form 5500 filings show about the STEPHENS AND SMITH CONSTRUCTION 401(k) plan — and how to find and check your own account.
The STEPHENS AND SMITH CONSTRUCTION 401(k) on its latest Form 5500
STEPHENS AND SMITH CONSTRUCTION (EIN 47-0558429) reports STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN on its most recent Form 5500, with $13.1M in plan assets across 224 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 STEPHENS AND SMITH CONSTRUCTION filing — schedules, fees, and providers.
Who runs the STEPHENS AND SMITH CONSTRUCTION 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 JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your STEPHENS AND SMITH CONSTRUCTION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BUCKLEY & SITZMAN LLP, UNION BANK & TRUST, STERN BROTHERS, GREATBANC, D A DAVIDSON & CO, MATRIX FINANCIAL SOLUTIONS.
How to check your STEPHENS AND SMITH CONSTRUCTION 401(k)
- Log in to JULY BUSINESS SERVICES’s participant portal (the site on your statements).
- Ask STEPHENS AND SMITH CONSTRUCTION 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).