What public Form 5500 filings show about the Stockton Mortgage Corporation 401(k) plan — and how to find and check your own account.
Stockton Mortgage Corporation (EIN 61-1392032) reports STOCKTON MORTGAGE CORPORATION 401(K) PLAN on its most recent Form 5500, with $21.7M in plan assets across 326 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 Stockton Mortgage Corporation 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stockton Mortgage Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, RETIREMENT MANAGEMENT SERVICES, MERRILL LYNCH PIERCE FENNER & SMITH.
