· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STIEBEL ELTRON, INC. — STIEBEL ELTRON, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250228121741NAL0000605251001
STIEBEL ELTRON, INC.
Form 5500-SF
FILING_RECEIVED
STIEBEL ELTRON, INC. 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
28
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
STIEBEL ELTRON, INC.
.
Find decision makers
Plan sponsor
Name
STIEBEL ELTRON, INC.
EIN
22-3033085
Address
17 WEST STREET · WEST HATFIELD, MA · 010880000
Phone
(413) 349-4916
Industry
Wholesale Trade
see 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
2025-02-28
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)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
LUYON CORPORATION
LUYON CORPORATION 401(K) PLAN
$2.1M · 7 participants
ROCK MACHINERY CO., LLC
ROCK MACHINERY 401(K) PLAN
$2.1M · 27 participants
CFE EQUIPMENT CORPORATION
CFE GROUP 401(K) PLAN A-M
$2.1M · 49 participants
PSI - POLYMER SYSTEMS, INC.
PSI - POLYMER SYSTEMS, INC. 401(K) PLAN
$2.1M · 24 participants
ROYAL BEARING, INC.
ROYAL BEARING, INC. 401(K) PLAN
$2.1M · 53 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BLUE RIDGE TRACTOR CO., INC.
BLUE RIDGE TRACTOR CO., INC. 401(K)PLAN
$2.1M · 17 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B