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Original filing (PDF)20251014161901NAL0006839842001
STEAM-A-WAY, INC. DBA ENTRUSTED
Form 5500
FILING_RECEIVED
ENTRUSTED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
115
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEAM-A-WAY, INC. DBA ENTRUSTED.
Plan sponsor
Name
STEAM-A-WAY, INC. DBA ENTRUSTED
EIN
20-2030966
Address
140 INTRACOASTAL POINT DR., #301 · JUPITER, FL · 33477
Phone
(561) 966-0765
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $9.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$4.7M
1 holding
Uncategorized
$3.9M
29 holdings
Pooled Separate Accounts
$763K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RTRMT INS & ANN SEP ACCT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.7M | 99.3% | |
| s * Voya Retirement Insurance and Annuity Company ("Voya") Voya Index Solution 2040 Port Z | Pooled Separate Accounts | — | — | $763K | 16.2% | |
| Voya Index Solution 2060 Port Z | — | — | — | $679K | 14.4% | |
| Voya Vanguard 500 Index Fund Admiral | — | — | — | $566K | 12.0% | |
| Voya JPMorgan Large Cap Growth Fund R6 | — | — | — | $538K | 11.4% | |
| Voya Index Solution 2055 Port Z | — | — | — | $443K | 9.4% | |
| Voya Index Solution 2050 Port Z | — | — | — | $229K | 4.9% | |
| Voya Index Solution 2035 Port Z | — | — | — | $145K | 3.1% | |
| Voya Index Solution 2065 Port Z | — | — | — | $120K | 2.5% | |
| Voya Vanguard Small-Cap Index Fund Admiral | — | — | — | $118K | 2.5% | |
| Voya American Funds American Balanced R6 | — | — | — | $95K | 2.0% | |
| Voya Columbia Sel Mid Cap Value I3 | — | — | — | $92K | 2.0% | |
| Voya ClearBridge Small Cap Growth Fund IS | — | — | — | $91K | 1.9% | |
| Voya Vanguard Total International Stock Index Fund Adm | — | — | — | $87K | 1.9% | |
| Voya Index Solution 2030 Port Z | — | — | — | $86K | 1.8% | |
| Voya ClearBridge Appreciation Fund IS | — | — | — | $74K | 1.6% | |
| Voya VY Baron Growth Portfolio R6 | — | — | — | $62K | 1.3% | |
| Voya Vanguard Intl Explorer Fund Investor Shares | — | — | — | $62K | 1.3% | |
| Voya ClearBridge Mid Cap Fund IS | — | — | — | $59K | 1.3% | |
| Voya MFS International Growth Fund R6 | — | — | — | $58K | 1.2% | |
| Voya Franklin Small Cap Value Fund R6 | — | — | — | $54K | 1.1% | |
| Voya MFS Value Fund R6 | — | — | — | $50K | 1.1% | |
| Voya American Funds New Perspective R6 | — | — | — | $42K | 0.9% | |
| Voya Cohen & Steers Real Estate S Fund Z | — | — | — | $37K | 0.8% | |
| Fully benefit-responsive investment contract with insurance company * Voya Retirement Insurance and Annuity Company Voya Fixed Contract, 1.0% interest as of December 31, 2024 | — | — | — | $34K | 0.7% | |
| Voya BlackRock High Yield Bond Port K | — | — | — | $27K | 0.6% | |
| Voya Invesco Diversified Dividend Fund R6 | — | — | — | $26K | 0.6% | |
| Voya Pioneer Bond Fund K | — | — | — | $26K | 0.5% | |
| Voya American Funds AMCAP Fund R6 | — | — | — | $21K | 0.4% | |
| Voya DFA Inflation-Protected Securities Portfolio Ins | — | — | — | $16K | 0.3% | |
| Voya VY T. Rowe Price Capital Appreciation Portfolio R6 | — | — | — | $7K | 0.2% |
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