How big is Steerbridge Strategies, LLC's plan?

Steerbridge Strategies, LLC's plan reported $3.2M in assets and 123 participants for 2024.

Original filing (PDF)20251008141459NAL0005972817001

Steerbridge Strategies, LLC

Name: Steerbridge Strategies, LLC — Steerbridge Strategies, Form 5500 (2024)
Creator: Steerbridge Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steerbridge Strategies, LLC 401(k) Plan

401(k) retirement plan · Steerbridge Strategies, LLC's Steerbridge Strategies, LLC 401(k) Plan held $3.2M in plan assets for 123 participants in 2024.

Signals · 1

No auditor on file

Active participants

123

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Albert M. Fox signed Steerbridge Strategies, LLC's 2024 Form 5500 as plan administrator.

Albert M. Fox — 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

Steerbridge Strategies, LLC's EIN is 45-3777550.

EIN 45-3777550

Plan number 001

Plan year 2024

ACK ID 20251008141459NAL0005972817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steerbridge Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score