Stone Mattheis Xenopoulos & BREW, PC 401(k) Plan

The Stone Mattheis Xenopoulos & BREW, PC 401(k) on its latest Form 5500

Stone Mattheis Xenopoulos & BREW, PC (EIN 52-1803319) reports STONE MATTHEIS XENOPOULOS & BREW, PC PROFIT SHARING PLAN on its most recent Form 5500, with $16.0M in plan assets across 16 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 Stone Mattheis Xenopoulos & BREW, PC filing — schedules, fees, and providers.

Who runs the Stone Mattheis Xenopoulos & BREW, PC 401(k)?

Stone Mattheis Xenopoulos & BREW, PC’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 Stone Mattheis Xenopoulos & BREW, PCHR for the recordkeeper’s name and login.

How to check your Stone Mattheis Xenopoulos & BREW, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Stone Mattheis Xenopoulos & BREW, PC 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).