What public Form 5500 filings show about the Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) plan — and how to find and check your own account.
Sterne Kessler Goldstein & Fox P.L.L.C. (EIN 52-1193988) reports STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $188.8M in plan assets across 465 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 Sterne Kessler Goldstein & Fox P.L.L.C. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sterne Kessler Goldstein & Fox P.L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPTRUST, STRATEGIC ADVISORS.
