How big is The Steidle Financial Group, LLC's plan?

The Steidle Financial Group, LLC's plan reported $1.8M in assets and 18 participants for 2024.

Original filing (PDF)20250731104242NAL0010298290001

The Steidle Financial Group, LLC

Name: The Steidle Financial Group, LLC — Steidle Pension, Form 5500 (2024)
Creator: The Steidle Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steidle Pension Solutions, LLC 401(k) Plan

401(k) retirement plan · The Steidle Financial Group, LLC's Steidle Pension Solutions, LLC 401(k) Plan held $1.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

LEAH Steidle signed The Steidle Financial Group, LLC's 2024 Form 5500 as plan administrator.

LEAH Steidle — 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

The Steidle Financial Group, LLC's EIN is 22-3431024.

EIN 22-3431024

Plan number 001

Plan year 2024

ACK ID 20250731104242NAL0010298290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Steidle Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Steidle Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 THE STEIDLE FINANCIAL GROUP, 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

Knocking points off