What public Form 5500 filings show about the Stephenson Wholesale Company, Inc. 401(k) plan — and how to find and check your own account.
Stephenson Wholesale Company, Inc. (EIN 73-0968950) reports INDIAN NATION WHOLESALE EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $7.4M in plan assets across 189 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 Wholesale Company, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stephenson Wholesale Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, WILSHIRE ADVISORS, EDWARD JONES.
