How big is FT Steuben Management's plan?

FT Steuben Management's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20250729140935NAL0006091154001

FT Steuben Management

Name: FT Steuben Management — FT Steuben Management SOCA, Form 5500 (2024)
Creator: FT Steuben Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FT Steuben Management SOCA Benefit Plan

Health & welfare plan · FT Steuben Management's FT Steuben Management SOCA Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed FT Steuben Management's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

FT Steuben Management's EIN is 34-1454755.

EIN 34-1454755

Plan number 501

Plan year 2024

ACK ID 20250729140935NAL0006091154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FT Steuben Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FT Steuben Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score