· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEINER, ROTENBERG AND LINDSEY, LLC — STEINER, ROTENBERG AND LINDSEY LLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722084551NAL0005340210001
STEINER, ROTENBERG AND LINDSEY, LLC
Form 5500-SF
FILING_RECEIVED
STEINER, ROTENBERG AND LINDSEY LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
16
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEINER, ROTENBERG AND LINDSEY, LLC
.
Find decision makers
Plan sponsor
Name
STEINER, ROTENBERG AND LINDSEY, LLC
EIN
20-3332298
Address
5350 E. MAIN STREET · COLUMBUS, OH · 43213
Phone
(614) 863-9500
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
AMI BENEFIT PLAN ADMINISTRATORS INC
EIN
34-1781113
City
YOUNGSTOWN, OH
Phone
(800) 451-2865
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MCLAIN & PECK, INC.
MCLAIN & PECK EMPLOYEES RETIREMENT SAVINGS PLAN
$2.1M · 4 participants
PAUL A. FUGAZZOTTO DDS PC
PAUL A. FUGAZZOTTO DDS PC PROFIT SHARING PLAN
$2.1M · 19 participants
ELK DENTAL CENTER, PLLC
EDC, PLLC 401(K) PROFIT SHARING PLAN
$2.1M · 19 participants
GULLO DENTAL, PLLC
GULLO DENTAL, PLLC 401(K) PLAN
$2.1M · 9 participants
KARL JOBST, P.C.
DR. KARL'S 401(K) PLAN
$2.1M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RUBIN FAMILY DENTISTRY & ASSOCIATES, LLC
RUBIN FAMILY DENTISTRY & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN
$2.1M · 15 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants