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

STERN AGENCY, INC. 401(k) Plan

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

Plan assets
$11.7M
Participants
25
Plans on file
1

The STERN AGENCY, INC. 401(k) on its latest Form 5500

STERN AGENCY, INC. (EIN 13-3461137) reports STERN AGENCY, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $11.7M in plan assets across 25 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 STERN AGENCY, INC. filing — schedules, fees, and providers.

Who runs the STERN AGENCY, INC. 401(k)?

STERN AGENCY, 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 STERN AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your STERN AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask STERN AGENCY, 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: STERN AGENCY, INC. — all Form 5500 filings (EIN 13-3461137) · New York employer EIN lookup · Form 5500 search
STERN AGENCY, INC. 401(k) Plan — Form 5500