Stevens Companies 401(k) Plan & TRU 401(k) Plan

The Stevens Companies 401(k) Plan & TRU 401(k) on its latest Form 5500

Stevens Companies 401(k) Plan & TRU (EIN 75-1302273) reports STEVENS COMPANIES 401(K) PLAN & TRUST on its most recent Form 5500, with $23.3M in plan assets across 1,808 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 Companies 401(k) Plan & TRU filing — schedules, fees, and providers.

Who runs the Stevens Companies 401(k) Plan & TRU 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stevens Companies 401(k) Plan & TRU 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP.

How to check your Stevens Companies 401(k) Plan & TRU 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Stevens Companies 401(k) Plan & TRU 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).