STEPHENSON EQUIPMENT, INC. 401(k) Plan
What public Form 5500 filings show about the STEPHENSON EQUIPMENT, INC. 401(k) plan — and how to find and check your own account.
The STEPHENSON EQUIPMENT, INC. 401(k) on its latest Form 5500
STEPHENSON EQUIPMENT, INC. (EIN 25-1511922) reports STEPHENSON EQUIPMENT, INC. 401(K) PLAN on its most recent Form 5500, with $24.1M in plan assets across 285 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 STEPHENSON EQUIPMENT, INC. filing — schedules, fees, and providers.
Who runs the STEPHENSON EQUIPMENT, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your STEPHENSON EQUIPMENT, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFITMALL, TROUT EBERSOLE & GROFF LLP, MCCONKEY BENEFITS & FINANCIAL SERV, EMPOWER ADVISORY GROUP, HIGHMARK, JPMORGAN INVEST HOLDINGS.
How to check your STEPHENSON EQUIPMENT, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask STEPHENSON EQUIPMENT, 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).