Original filing (PDF)20260129093236NAL0005986162001

STEINHAUSER STRATEGIES

Name: STEINHAUSER STRATEGIES — STEINHAUSER STRATEGIES 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: STEINHAUSER STRATEGIES

Form 5500-SF

FILING_RECEIVED

STEINHAUSER STRATEGIES 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEINHAUSER STRATEGIES.

Plan sponsor

Name

STEINHAUSER STRATEGIES

DBA

STEINHAUSER STRATEGIES

EIN

46-2200422

Address

18205 PAINTED HORSE CV · AUSTIN, TX · 787384064

Phone

(202) 734-1432

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-29

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

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 providers

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