How big is Steffan & Associates, PC's plan?

Steffan & Associates, PC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250522084222NAL0002473377001

Steffan & Associates, PC

Name: Steffan & Associates, PC — Steffan & Associates, PC, Form 5500 (2024)
Creator: Steffan & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steffan & Associates, PC 401(k) Plan

401(k) retirement plan · Steffan & Associates, PC's Steffan & Associates, PC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

KIM Steffan signed Steffan & Associates, PC's 2024 Form 5500 as plan administrator.

KIM Steffan — 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

Steffan & Associates, PC's EIN is 56-2277645.

EIN 56-2277645

Plan number 001

Plan year 2024

ACK ID 20250522084222NAL0002473377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steffan & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steffan & Associates, PC'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 STEFFAN & ASSOCIATES, PC.

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 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 (86th percentile).

Plan sponsor

Name

STEFFAN & ASSOCIATES, PC

EIN

all filings

Address

2411 OLD NC 86 · HILLSBOROUGH, NC · 27278

Phone

(919) 732-7300

Industry

Law Offices· Professional & Technical Services

Plan administrator