What public Form 5500 filings show about the Stevens & Lee 401(k) plan — and how to find and check your own account.
Stevens & Lee (EIN 23-1886296) reports STEVENS & LEE SAVINGS PLAN on its most recent Form 5500, with $281.2M in plan assets across 385 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 Stevens & Lee 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stevens & Lee 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGG MASON PARTNERS FUND ADVISOR L, FIDELITY MANAGEMENT & RESEARCH COMP, PARTNERS GROUP USA, DELAWARE, CONRAD SIEGEL ACTUARIES, BNY MELLON FUND ADVISORS.
