How big is McSteen & Associates' plan?

McSteen & Associates' plan reported $5.9M in assets and 61 participants for 2024.

Original filing (PDF)20250717125338NAL0000311985001

McSteen & Associates

Name: McSteen & Associates — McSteen & Assoc 401(k) Profit, Form 5500 (2024)
Creator: McSteen & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McSteen & Assoc 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · McSteen & Associates' McSteen & Assoc 401(k) Profit Sharing Plan and Trust held $5.9M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Maureen Feller signed McSteen & Associates' 2024 Form 5500 as plan administrator.

Maureen Feller — 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

McSteen & Associates' EIN is 31-0919213.

EIN 31-0919213

Plan number 002

Plan year 2024

ACK ID 20250717125338NAL0000311985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McSteen & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McSteen & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCSTEEN & ASSOCIATES.

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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

Helping the score