What public Form 5500 filings show about the Stephens and Smith Construction 401(k) plan — and how to find and check your own account.
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.
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): GREATBANC, D A DAVIDSON & CO, STERN BROTHERS, BUCKLEY & SITZMAN LLP, UNION BANK & TRUST, MATRIX FINANCIAL SOLUTIONS.
