How big is Steinway Musical Instruments, Inc.'s plan?

Steinway Musical Instruments, Inc.'s plan reported $47.6M in assets and 187 participants for 2024.

Original filing (PDF)20250916164309NAL0002171953001

Steinway Musical Instruments, Inc.

Name: Steinway Musical Instruments, Inc. — Savings Plan, Form 5500 (2024)
Creator: Steinway Musical Instruments, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Savings Plan for Employees of Steinway Musical Instruments, Inc. and Subsidiaries

401(k) retirement plan · Steinway Musical Instruments, Inc.'s Savings Plan for Employees of Steinway Musical Instruments, Inc. and Subsidiaries held $47.6M in plan assets for 187 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedHigh average account balance

Active participants

187

Accounts w/ balance

264

Plan assets (EOY)

$47.6M

Net assets (EOY)

$47.6M

People on this filing

MAIA Moutopoulos signed Steinway Musical Instruments, Inc.'s 2024 Form 5500 as plan administrator.

MAIA Moutopoulos — 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

Steinway Musical Instruments, Inc.'s EIN is 35-1910745.

EIN 35-1910745

Plan number 001

Plan year 2024

ACK ID 20250916164309NAL0002171953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steinway Musical Instruments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steinway Musical Instruments, 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 STEINWAY MUSICAL INSTRUMENTS, INC..

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 407K (14% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

STEINWAY MUSICAL INSTRUMENTS, INC.

EIN

all filings

Address

ONE STEINWAY PLACE · ASTORIA, NY · 11105

Phone

(718) 204-3112

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	—	CINCINNATI, OH	N/A	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHEPARD, KAPLAN, KROCHUCK, LLC	04-3404767	—	N/A	$40K	—
SENTINEL BENEFITS GROUP, INC.

Investments

38 direct securities· $40.7M(86% of reported assets)

Mutual Funds

$26.9M

23 holdings

Other securities

$13.1M

10 holdings

Common Collective Trusts

$560K

3 holdings

Bonds / Notes

$165K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$5.4M	11.4%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$5.1M	10.7%
William Blair Large Cap Growth Mutual Fund	Other securities	—	—	$5.0M	10.4%
John Hancock Disciplined Value Mid Cap A Mutual Fund	Other securities	—	—	$2.1M	4.5%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$2.0M	4.2%
Conestoga Small Cap Mutual Fund	Other securities	—	—	$1.9M	4.0%
First Eagle FDS Global Fund R6 Mutual Fund	Other securities	—	—	$1.9M	3.9%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$1.8M	3.8%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$1.7M	3.5%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$1.5M	3.1%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
Fidelity Institutional Money Market Money Market Fund	Mutual Funds	—	—	$1.2M	2.5%
Delaware Ivy Mid Cap Growth Mutual Fund	Other securities	—	—	$1.2M	2.4%
PIMCO Fundamental US Small Class A Mutual Fund	Mutual Funds	—	—	$942K	2.0%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$810K	1.7%
Vanguard Short Term Federal Mutual Fund	Mutual Funds	—	—	$797K	1.7%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$668K	1.4%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$582K	1.2%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$554K	1.2%
Parnassus Core Equity Investor Mutual Fund	Other securities	—	—	$503K	1.1%
MFS International Value R3 Mutual Fund	Mutual Funds	—	—	$494K	1.0%
Blackrock Strategic Institutional Mutual Fund	Other securities	—	—	$295K	0.6%
TIAA-CREF Real Estate Security Institutional Mutual Fund	Mutual Funds	—	—	$273K	0.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$245K	0.5%
Dodge and Cox Income Mutual Fund	Mutual Funds	—	—	$222K	0.5%
Ballie Gifford Emerging Market Mutual Fund	Other securities	—	—	$221K	0.5%
PIMCO Global Bond A Mutual Fund	Mutual Funds	—	—	$214K	0.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$213K	0.4%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$171K	0.4%
9.50%, maturing through May 2032 -	Bonds / Notes	—	—	$165K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$101K	0.2%
Vanguard Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$38K	<0.1%
MFS Emerging Markets Debt R3 Mutual Fund	Mutual Funds	—	—	$32K	<0.1%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%