How big is Steffens-Shultz, Inc.'s plan?

Steffens-Shultz, Inc.'s plan reported $4.3M in assets and 23 participants for 2025.

Original filing (PDF)20260505113631NAL0000903249001

Steffens-Shultz, Inc.

Name: Steffens-Shultz, Inc. — Steffens-Shultz, Inc. 401(k), Form 5500 (2025)
Creator: Steffens-Shultz, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steffens-Shultz, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Steffens-Shultz, Inc.'s Steffens-Shultz, Inc. 401(k) Profit Sharing Plan and Trust held $4.3M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Steffens-Shultz, Inc.'s EIN is 31-0668317.

EIN 31-0668317

Plan number 002

Plan year 2025

ACK ID 20260505113631NAL0000903249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steffens-Shultz, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steffens-Shultz, Inc.'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 STEFFENS-SHULTZ, INC..

Finding similar companies…

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