STONEX GROUP INC. 401(k) Plan
What public Form 5500 filings show about the STONEX GROUP INC. 401(k) plan — and how to find and check your own account.
The STONEX GROUP INC. 401(k) on its latest Form 5500
STONEX GROUP INC. (EIN 59-2921318) reports STONEX GROUP INC. 401(K) PLAN on its most recent Form 5500, with $309.2M in plan assets across 1,824 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 STONEX GROUP INC. filing — schedules, fees, and providers.
Who runs the STONEX GROUP INC. 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your STONEX GROUP INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, STINSON LLP.
How to check your STONEX GROUP INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask STONEX GROUP 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).