STERN INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the STERN INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The STERN INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
STERN INSURANCE AGENCY, INC. (EIN 39-2008286) reports STERN INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $516K in plan assets across 5 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 INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the STERN INSURANCE AGENCY, INC. 401(k)?
STERN INSURANCE 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 INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your STERN INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STERN INSURANCE 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).