What public Form 5500 filings show about the The Stone Agency, Inc. DBA SEEZ 401(k) plan — and how to find and check your own account.
The Stone Agency, Inc. DBA SEEZ (EIN 56-1907770) reports SEEZ 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 14 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 Stone Agency, Inc. DBA SEEZ filing — schedules, fees, and providers.
The Stone Agency, Inc. DBA SEEZ’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 The Stone Agency, Inc. DBA SEEZHR for the recordkeeper’s name and login.
