How big is Streamline Financial Services LLC's plan?

Streamline Financial Services LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250902141646NAL0008504259001

Streamline Financial Services LLC

Name: Streamline Financial Services LLC — Streamline, Form 5500 (2024)
Creator: Streamline Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Streamline Financial Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Streamline Financial Services LLC's Streamline Financial Services 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Timothy Meisenheimer signed Streamline Financial Services LLC's 2024 Form 5500 as plan administrator.

Timothy Meisenheimer — 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

Streamline Financial Services LLC's EIN is 37-1733991.

EIN 37-1733991

Plan number 001

Plan year 2024

ACK ID 20250902141646NAL0008504259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Streamline Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Streamline Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STREAMLINE FINANCIAL SERVICES LLC.

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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