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Original filing (PDF)20250918122531NAL0001337777001
STEINER REAL ESTATE SERVICES
Form 5500
FILING_RECEIVED
THE STEINER 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
125
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEINER REAL ESTATE SERVICES.
Plan sponsor
Name
STEINER REAL ESTATE SERVICES
EIN
26-3821423
Address
4016 TOWNSFAIR WAY · STE. 201 · COLUMBUS, OH · 43219
Phone
(614) 414-7300
Industry
Real Estatesee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
31 direct securities · 1 pooled fund· $11.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.0M
31 holdings
Common Collective Trust
$286K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity C ontrafund | — | — | — | $1.3M | 11.4% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $990K | 9.0% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $926K | 8.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $806K | 7.3% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $693K | 6.3% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $676K | 6.1% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $665K | 6.0% | |
| T. Rowe Price T. Rowe Price Blue C hip Growth Fund | — | — | — | $650K | 5.9% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $545K | 5.0% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $527K | 4.8% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | — | — | — | $485K | 4.4% | |
| Dimensional DFA US Small C ap Value Portfolio | — | — | — | $447K | 4.1% | |
| Fidelity Investments Fidelity International Index | — | — | — | $412K | 3.7% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $334K | 3.0% | |
| Fidelity Investments Fidelity Managed Income Portfolio I | — | — | — | $286K | 2.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $286K | 2.6% | |
| Glenmede Small C ap Equity Fund | — | — | — | $245K | 2.2% | |
| Fidelity Investments Fidelity Freedom 2015 K6 819 * Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $192K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $136K | 1.2% | |
| John Hancock John Hancock Disciplined Value Fund | — | — | — | $130K | 1.2% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $87K | 0.8% | |
| Fidelity Investments Fidelity New Markets Income Fund | — | — | — | $84K | 0.8% | |
| Virtus Multi-Sector Intermediate Bond Fund | — | — | — | $78K | 0.7% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio | — | — | — | $76K | 0.7% | |
| Fidelity Investments Fidelity Small C ap Growth | — | — | — | $69K | 0.6% | |
| Virtus Multi-Sector Short Term Bond Fund | — | — | — | $62K | 0.6% | |
| American C entury American C entury Inflation-Adjusted Bond Fund | — | — | — | $60K | 0.5% | |
| Notes Receivable from Participants Loans to Plan participants, interest rates from 4.25% - 9.50% | — | — | — | $53K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $15K | 0.1% | |
| Fidelity Investments Fidelity Freedom Inc K6 | — | — | — | $11K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 | — | — | — | $5K | <0.1% |
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