How big is Steer Partners LLC's plan?

Steer Partners LLC's plan reported $2.5M in assets and 9 participants for 2025.

Original filing (PDF)20260408165511NAL0009293441001

Steer Partners LLC

Name: Steer Partners LLC — Steer Partners 401(k) P/S Plan, Form 5500 (2025)
Creator: Steer Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steer Partners 401(k) P/S Plan

401(k) retirement plan · Steer Partners LLC's Steer Partners 401(k) P/S Plan held $2.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Rosalynn Ritschard signed Steer Partners LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Steer Partners LLC's EIN is 45-0643868.

EIN 45-0643868

Plan number 001

Plan year 2025

ACK ID 20260408165511NAL0009293441001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steer Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steer Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEER PARTNERS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

STEER PARTNERS LLC

EIN

all filings

Address

201 WASHINGTON STREET · SUITE 310 · BOSTON, MA · 02116

Phone

(617) 209-7760

Industry

Professional & Technical Services

Plan administrator