Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

STEPPING STONE FINANCIAL, INC. 401(k) Plan

What public Form 5500 filings show about the STEPPING STONE FINANCIAL, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$288K
Participants
4
Plans on file
1

The STEPPING STONE FINANCIAL, INC. 401(k) on its latest Form 5500

STEPPING STONE FINANCIAL, INC. (EIN 26-1899554) reports STEPPING STONE FINANCIAL 401(K) PLAN on its most recent Form 5500, with $288K in plan assets across 4 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 STEPPING STONE FINANCIAL, INC. filing — schedules, fees, and providers.

Who runs the STEPPING STONE FINANCIAL, INC. 401(k)?

STEPPING STONE FINANCIAL, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask STEPPING STONE FINANCIAL, INC.HR for the recordkeeper’s name and login.

How to check your STEPPING STONE FINANCIAL, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask STEPPING STONE FINANCIAL, 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).
More on this employer: STEPPING STONE FINANCIAL, INC. — all Form 5500 filings (EIN 26-1899554) · Illinois employer EIN lookup · Form 5500 search
STEPPING STONE FINANCIAL, INC. 401(k) Plan — Form 5500