What public Form 5500 filings show about the Steven Schaefer Associates, Inc. 401(k) plan — and how to find and check your own account.
Steven Schaefer Associates, Inc. (EIN 31-0964154) reports SCHAEFER 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.3M in plan assets across 102 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 Steven Schaefer Associates, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Steven Schaefer Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE, ACEC RETIREMENT TRUST.
