How big is Steele Foundation, LLC's plan?

Steele Foundation, LLC's plan reported $5.3M in assets and 7 participants for 2025.

Original filing (PDF)20260420105716NAL0000672835001

Steele Foundation, LLC

Name: Steele Foundation, LLC — Steele Foundation, LLC, Form 5500 (2025)
Creator: Steele Foundation, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steele Foundation, LLC Profit Sharing Plan

401(k) retirement plan · Steele Foundation, LLC's Steele Foundation, LLC Profit Sharing Plan held $5.3M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

James Steele signed Steele Foundation, LLC's 2025 Form 5500 as plan administrator.

James Steele — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steele Foundation, LLC's EIN is 20-5258714.

EIN 20-5258714

Plan number 001

Plan year 2025

ACK ID 20260420105716NAL0000672835001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steele Foundation, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steele Foundation, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEELE FOUNDATION, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score