Back to filter
Original filing (PDF)20250521085814NAL0006504274001
STEFFES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
STEFFES GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
151
Accounts w/ balance
104
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEFFES GROUP, INC..
Plan sponsor
Name
STEFFES GROUP, INC.
EIN
45-0384488
Address
3280 VETERANS BLVD., SUITE 200 · FARGO, ND · 58104
Phone
(701) 237-9173
Industry
Wholesale Tradesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
ARNOLD OIL COMPANY
ARNOLD OIL COMPANY EMPLOYEE PROFIT SHARING & TRUST
$8.7M · 89 participants
A & I DISTRIBUTORS OF BILLINGS ESOP PLAN
AUTOMOTIVE & INDUSTRIAL DISTRIBUTORS OF BILLINGS EMPLOYEE STOCK OWNERSHIP PLAN
$8.7M · 172 participants
AMERICAN OMNI TRADING COMPANY
AMERICAN OMNI TRADING COMPANY 401K PROFIT SHARING PLAN TRUST
$8.7M · 49 participants
WAREHOUSE, INC.
WAREHOUSE, INC. 401(K) PLAN
$8.6M · 86 participants
TEDD CYCLE, INC.
TEDD CYCLE, INC. 401K PROFIT SHARING PLAN & TRUST
$8.7M · 74 participants
CENTURY AUTOMOTIVE GROUP, INC.
CENTURY AUTOMOTIVE GROUP, INC. 401(K) RETIREMENT PLAN
$8.7M · 155 participants
Large plans in North Dakota
SANFORD
SANFORD RETIREMENT SAVINGS PLAN
$3.6B · 33,144 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3B · 3,196 participants
SCHEELS ALL SPORTS, INC.
SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN
$963.0M · 4,480 participants
KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
$856.4M · 5,546 participants
BELL BANK
BELL AGGRESSIVE GROWTH FUND
$791.3M
MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
$775.6M · 2,064 participants