How big is Steinberg Investment Group LLC's plan?

Steinberg Investment Group LLC's plan reported $3.2M in assets and 3 participants for 2025.

Original filing (PDF)20260220112255NAL0009230097001

Steinberg Investment Group LLC

Name: Steinberg Investment Group LLC — Steinberg Investmen, Form 5500 (2025)
Creator: Steinberg Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steinberg Investment Group 401(k) Plan

401(k) retirement plan · Steinberg Investment Group LLC's Steinberg Investment Group 401(k) Plan held $3.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Lance Steinberg signed Steinberg Investment Group LLC's 2025 Form 5500 as plan administrator.

Lance Steinberg — 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

Steinberg Investment Group LLC's EIN is 45-3369879.

EIN 45-3369879

Plan number 001

Plan year 2025

ACK ID 20260220112255NAL0009230097001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Steinberg Investment Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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