Stokes Wealth Management Group, LLC 401(k) Plan

The Stokes Wealth Management Group, LLC 401(k) on its latest Form 5500

Stokes Wealth Management Group, LLC (EIN 87-1337334) reports STOKES WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 5 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 Stokes Wealth Management Group, LLC filing — schedules, fees, and providers.

Who runs the Stokes Wealth Management Group, LLC 401(k)?

Stokes Wealth Management Group, LLC’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 Stokes Wealth Management Group, LLCHR for the recordkeeper’s name and login.

How to check your Stokes Wealth Management Group, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Stokes Wealth Management Group, LLC 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).