Back to filter
Original filing (PDF)20251022163257NAL0002257392001
STEELCASE, INC.
Form 5500
FILING_RECEIVED
STEELCASE INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,148
Accounts w/ balance
5,640
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
17 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEELCASE, INC..
Plan sponsor
Name
STEELCASE, INC.
EIN
38-0819050
Address
901 44TH STREET SE · GRAND RAPIDS, MI · 49508
Phone
(616) 246-1900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-10-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $291K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $260K | — |
| AON INVESTMENTS USA INC | — | CHICAGO, IL | NONE | $100K | — |
| BDO USA, P.C. | — | GRAND RAPIDS, MI | NONE | $49K | — |
| MILLER JOHNSON SNELL & CUMMISKEY PL | — | GRAND RAPIDS, MI | NONE | $32K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $2K | — |
Investments
8 direct securities · 17 pooled funds· $1.7B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.4B
17 holdings
Uncategorized
$318.0M
6 holdings
Common Collective Trusts
$35.7M
1 holding
Mutual Funds
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TARGET RETIREMENT 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $200.5M | 13.4% | |
| TARGET RETIREMENT 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $176.2M | 11.8% | |
| TARGET RETIREMENT 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $174.6M | 11.7% | |
| State Street Global Advisors State Street US Total Market Index | — | — | — | $171.3M | 11.4% | |
| STATE ST US TTL MKT INDX SL SF CL I STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $171.3M | 11.4% | |
| TARGET RETIREMENT 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $116.3M | 7.8% | |
| TARGET RETIREMENT 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $87.0M | 5.8% | |
| TARGET RETIREMENT 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $75.8M | 5.1% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $64.6M | 4.3% | |
| State Street Global Advisors State Street US Bond Index | — | — | — | $64.3M | 4.3% | |
| STATE ST US BND INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $64.3M | 4.3% | |
| TARGET RETIREMENT 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $61.6M | 4.1% | |
| TARGET RETIREMENT 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $59.4M | 4.0% | |
| Self-Directed Brokerage Accounts Mutual funds, certificates of deposit, money market funds | — | — | — | $48.9M | 3.3% | |
| Funds State Street Global Advisors State Street Global All Cap Equity | Common Collective Trusts | — | — | $35.7M | 2.4% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $35.7M | 2.4% | |
| TARGET RETIREMENT INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $33.7M | 2.3% | |
| TARGET RETIREMENT 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $31.3M | 2.1% | |
| RBC Global Asset Management Global Opportunities R6 | — | — | — | $19.3M | 1.3% | |
| STATE ST US INFL PROTCT BOND IDX SL STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $13.3M | 0.9% | |
| Participant Loans 4.16% to 9.75% | — | — | — | $11.1M | 0.7% | |
| TARGET RETIREMENT 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $9.9M | 0.7% | |
| Goldman Sachs Global Core Fixed Income | Mutual Funds | — | — | $7.7M | 0.5% | |
| Life Insurance Policies * Empower Annuity Insurance Company of America Life insurance policies | — | — | — | $3.0M | 0.2% | |
| TARGET RETIREMENT 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% |