STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 401(k) Plan
What public Form 5500 filings show about the STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 401(k) plan — and how to find and check your own account.
The STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 401(k) on its latest Form 5500
STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP (EIN 46-0478480) reports STORTZ FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $167K 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 STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP filing — schedules, fees, and providers.
Who runs the STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 401(k)?
STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP’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 STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUPHR for the recordkeeper’s name and login.
How to check your STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STORTZ MANAGEMENT COMPANY, INC. DBA STORTZ FINANCIAL GROUP 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).