STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEELE CAPITAL MANAGEMENT, INC..
Plan sponsor
Name
STEELE CAPITAL MANAGEMENT, INC.
EIN
42-1460565
Address
1000 JACKSON STREET · SUITE 201 · DUBUQUE, IA · 52001
