What public Form 5500 filings show about the Stephens Institute DBA Academy of Art University 401(k) plan — and how to find and check your own account.
Stephens Institute DBA Academy of Art University (EIN 94-1637804) reports ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN on its most recent Form 5500, with $85.6M in plan assets across 1,132 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 Institute DBA Academy of Art University 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 Institute DBA Academy of Art University 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, CERITY PARTNERS.
