Sterne Kessler Goldstein & Fox P.l.l.c. 401(k) Plan: Login, Facts & Contact Information
Sterne Kessler Goldstein & Fox P.l.l.c. 401(k) Login
255 former Sterne Kessler Goldstein & Fox P.l.l.c. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Sterne Kessler Goldstein & Fox P.l.l.c. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $10.6 million went into the plan in contributions, $3.75 million of it from the employer (35%).
- $10.4 million was paid out to participants.
- Investment and other income added $29.1 million.
How the Sterne Kessler Goldstein & Fox P.l.l.c. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 565 | $105.1 million | $1.70 million | $2.83 million |
| 2020 | 596 | $125.8 million | $2.27 million | $7.74 million |
| 2021 | 602 | $150.1 million | $2.43 million | $4.53 million |
| 2022 | 618 | $125.1 million | $2.87 million | $5.34 million |
| 2023 | 645 | $159.4 million | $3.38 million | $3.56 million |
| 2024 | 704 | $188.8 million | $3.75 million | $10.4 million |
Sterne Kessler Goldstein & Fox P.l.l.c. 401(k) Contact Information
Questions about the Sterne Kessler Goldstein & Fox P.l.l.c. 401(k)
Does Sterne Kessler Goldstein & Fox P.l.l.c contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $3.75 million in employer contributions for plan year 2024.
Does the Sterne Kessler Goldstein & Fox P.l.l.c 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Sterne Kessler Goldstein & Fox P.l.l.c 401(k) plan?
704 participants at the start of plan year 2024, 465 of them active employees, and 255 former employees who still had money in the plan.
What is the average 401(k) balance at Sterne Kessler Goldstein & Fox P.l.l.c?
About $264,476 per account: $188.8 million in plan assets across 714 accounts with a balance at the end of plan year 2024.
Who manages the Sterne Kessler Goldstein & Fox P.l.l.c 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Sterne Kessler Goldstein & Fox P.l.l.c. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.