STEVENS & LEE 401(k) Plan
What public Form 5500 filings show about the STEVENS & LEE 401(k) plan — and how to find and check your own account.
The STEVENS & LEE 401(k) on its latest Form 5500
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.
Who runs the STEVENS & LEE 401(k)?
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.
How to check your STEVENS & LEE 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask STEVENS & LEE 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).