What public Form 5500 filings show about the The Stewart Organization, Inc. 401(k) plan — and how to find and check your own account.
The Stewart Organization, Inc. (EIN 63-0812930) reports THE STEWART ORGANIZATION 401(K) PARTNER PLAN on its most recent Form 5500, with $12.4M in plan assets across 145 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 The Stewart Organization, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Stewart Organization, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DEFINITI, RAYMOND JAMES FINANCIAL SERVICES, EMPOWER ADVISORY GROUP.
