STEVENS FINANCIAL MANAGEMENT CO INC. 401(k) Plan
What public Form 5500 filings show about the STEVENS FINANCIAL MANAGEMENT CO INC. 401(k) plan — and how to find and check your own account.
The STEVENS FINANCIAL MANAGEMENT CO INC. 401(k) on its latest Form 5500
STEVENS FINANCIAL MANAGEMENT CO INC. (EIN 26-1730293) reports STEVENS FINANCIAL MANAGEMENT CO INC. 401K PLAN on its most recent Form 5500, with $290K in plan assets across 2 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 FINANCIAL MANAGEMENT CO INC. filing — schedules, fees, and providers.
Who runs the STEVENS FINANCIAL MANAGEMENT CO INC. 401(k)?
STEVENS FINANCIAL MANAGEMENT CO INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask STEVENS FINANCIAL MANAGEMENT CO INC.HR for the recordkeeper’s name and login.
How to check your STEVENS FINANCIAL MANAGEMENT CO INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STEVENS FINANCIAL MANAGEMENT CO INC. 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).