What public Form 5500 filings show about the Stuart and Associates Planners 401(k) plan — and how to find and check your own account.
Stuart and Associates Planners (EIN 84-4030564) reports STUART AND ASSOCIATES PLANNERS 401(K) PROFIT SHARING PLAN & TRU on its most recent Form 5500, with $229K in plan assets across 6 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 Stuart and Associates Planners filing — schedules, fees, and providers.
Stuart and Associates Planners’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 Stuart and Associates PlannersHR for the recordkeeper’s name and login.
