Steele Capital Management, Inc.

Laurie Allen signed Steele Capital Management, Inc.'s 2024 Form 5500 as plan administrator.

• Laurie Allen — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Steele Capital Management, Inc.'s EIN is 42-1460565.

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

Steele Capital Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.