Original filing (PDF)20250905163041NAL0029281296001

Steffes Financial, Ltd.

Name: Steffes Financial, Ltd. — Steffes Financial, Ltd., Form 5500 (2024)
Creator: Steffes Financial, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steffes Financial, Ltd. Defined Benefit Pension Plan

Defined-benefit pension plan · Steffes Financial, Ltd.'s Steffes Financial, Ltd. Defined Benefit Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Steffes Financial, Ltd.'s EIN is 74-2834375.

EIN 74-2834375

Plan number 003

Plan year 2024

ACK ID 20250905163041NAL0029281296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steffes Financial, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steffes Financial, Ltd.'s plan includes a defined-benefit pension 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 STEFFES FINANCIAL, LTD..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off