What public Form 5500 filings show about the Steptoe LLP 401(k) plan — and how to find and check your own account.
Steptoe LLP (EIN 52-1349790) reports STEPTOE LLP 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $455.8M in plan assets across 727 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 Steptoe LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Steptoe LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, PRIVATE ADVISOR GROUP, SCHWAB RETIRMENT PLAN SERVICES, MESIROW FINANCIAL INVESTMENT M, FRONTIER ASSET MANAGEMENT, CHARLES SCHWAB & CO.
