Original filing (PDF)20250717125338NAL0000311985001

MCSTEEN & ASSOCIATES

Name: MCSTEEN & ASSOCIATES — MCSTEEN & ASSOC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MCSTEEN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MCSTEEN & ASSOC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCSTEEN & ASSOCIATES.

Plan sponsor

Name

MCSTEEN & ASSOCIATES

EIN

31-0919213

Address

1415 EAST 286TH ST · WICKLIFFE, OH · 44092

Phone

(440) 585-9800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

GRAY & PAPE, INC.

GRAY & PAPE, INC. PROFIT SHARING PLAN

$5.9M · 50 participants

WALLACE MORRIS KLINE SURVEYING, LLC

WALLACE MORRIS KLINE SURVEYING, LLC RETIREMENT INVESTMENT PLAN

$5.9M · 41 participants

T3 GLOBAL STRATEGIES, INC.

T3 GLOBAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST

$5.9M · 32 participants

ABERCROMBIE & ASSOCIATES, INC.

ABERCROMBIE & ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN

$5.8M · 23 participants

LIDBERG LAND SURVEYING, INC.