Original filing (PDF)20241210082526NAL0011609185001

Steer Partners LLC

Name: Steer Partners LLC — Steer Partners Cash Balance, Form 5500 (2023)
Creator: Steer Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steer Partners Cash Balance Retirement Plan

Defined-benefit pension plan · Steer Partners LLC's Steer Partners Cash Balance Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

AMIT RAO signed Steer Partners LLC's 2023 Form 5500 as plan administrator.

AMIT RAO — 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 002

Plan year 2023

ACK ID 20241210082526NAL0011609185001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Steer Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Steer Partners LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off