Stephens Institute 401(k) Plan: Login, Facts & Contact Information
Stephens Institute 401(k) Login
340 former Stephens Institute employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (July Business Services Llc). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Stephens Institute 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.55 million went into the plan in contributions, $2,596 of it from the employer (0%).
- $7.98 million was paid out to participants.
- Investment and other income added $11.4 million.
- Administrative expenses were $199,852, about $249 per account.
How the Stephens Institute 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,517 | $69.1 million | $1.26 million | $6.24 million |
| 2020 | 1,523 | $81.1 million | $207 | $4.13 million |
| 2021 | 1,778 | $88.1 million | $133 | $8.44 million |
| 2022 | 1,552 | $68.4 million | $2,725 | $8.17 million |
| 2023 | 1,627 | $79.2 million | — | $6.25 million |
| 2024 | 1,686 | $85.6 million | $2,596 | $7.98 million |
Stephens Institute 401(k) Contact Information
Questions about the Stephens Institute 401(k)
Does Stephens Institute contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2,596, 0% of all contributions.
Does the Stephens Institute 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Stephens Institute 401(k) plan?
1,686 participants at the start of plan year 2024, 1,132 of them active employees, and 340 former employees who still had money in the plan.
What is the average 401(k) balance at Stephens Institute?
About $106,794 per account: $85.6 million in plan assets across 802 accounts with a balance at the end of plan year 2024.
Who manages the Stephens Institute 401(k) accounts?
JULY BUSINESS SERVICES LLC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Stephens Institute. How do I access my 401(k)?
Your account stays with JULY BUSINESS SERVICES LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.