· 2022–2024 · DOL EFAST2

Steele Legacy LLC DBA RISE UP — Steele Legacy LLC, Form 5500 (2025)

Original filing (PDF)20260705114241NAL0014884051001

Steele Legacy LLC DBA RISE UP

Form 5500-SF

FILING_RECEIVED

Steele Legacy LLC DBA RISE UP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Steele Legacy LLC DBA RISE UP's Steele Legacy LLC DBA RISE UP 401(k) Profit Sharing Plan & Trust held $9K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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

53

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

STEELE LEGACY LLC DBA RISE UP

EIN

30-1399280all filings

Address

3177 SAGEBLOOM TER · NORTH PORT, FL · 342864351

Phone

(941) 310-3235

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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