How big is Robert Steele Agency, Inc.'s plan?

Robert Steele Agency, Inc.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20251007091641NAL0004548833001

Robert Steele Agency, Inc.

Name: Robert Steele Agency, Inc. — Robert Steele Agency, Form 5500 (2024)
Creator: Robert Steele Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Steele Agency, Inc. Employees' 401(k) Profit Sharing Plan

401(k) retirement plan · Robert Steele Agency, Inc.'s Robert Steele Agency, Inc. Employees' 401(k) Profit Sharing Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Pamela Steele signed Robert Steele Agency, Inc.'s 2024 Form 5500 as plan administrator.

Pamela Steele — 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

Robert Steele Agency, Inc.'s EIN is 35-1945659.

EIN 35-1945659

Plan number 001

Plan year 2024

ACK ID 20251007091641NAL0004548833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Steele Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Steele Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT STEELE AGENCY, INC..

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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