RON Wisniewski signed Steele Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steele Solutions, Inc.'s EIN is 81-2440527.
Download the official 2024 Form 5500 (PDF) for Steele Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steele Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $4.9M | 16.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.8M | 12.6% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin MidCap Value I SA-Z | Pooled Separate Accounts | — | $0 | $3.8M | 12.6% | |
| Vanguard GroupRegistered Investment CompanyVanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $2.3M | 7.8% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $2.0M | 6.5% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin SAM Flexible Income SA-Z | Pooled Separate Accounts | — | $0 | $1.9M | 6.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 6.4% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin Liquid Assets Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.9M | 6.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 6.3% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $1.4M | 4.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.4M | 4.7% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin SAM Cons Growth SA-Z | Pooled Separate Accounts | — | $0 | $1.2M | 3.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Vanguard GroupRegistered Investment CompanyVanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $1.1M | 3.5% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $1.0M | 3.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $937K | 3.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $893K | 2.9% | |
| Janus International Holding, LLCRegistered Investment CompanyJanusHenderson Blncd N | Mutual Funds | — | $0 | $845K | 2.8% | |
| Dimensional Fund AdvisorsRegistered Investment CompanyDFA US SmCap Value I Fund | Mutual Funds | — | $0 | $842K | 2.8% | |
| Vanguard GroupRegistered Investment CompanyVanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $839K | 2.8% | |
| Vanguard GroupRegistered Investment CompanyVanguard ST Inv-Grade Adm Fd | Mutual Funds | — | $0 | $554K | 1.8% | |
| MFS Investment ManagementRegistered Investment CompanyMFS Interntl Equity R6 Fund | Mutual Funds | — | $0 | $474K | 1.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $441K | 1.5% | |
| Dimensional Fund AdvisorsRegistered Investment CompanyDFA US SM CAP GROWTH INSTL FD | Mutual Funds | — | $0 | $325K | 1.1% | |
| John HancockRegistered Investment CompanyJohn Hancock Bond R6 Fund | Other securities | — | $0 | $318K | 1.0% | |
| Invesco Funds Group, Inc.Registered Investment CompanyInvesco Divers Dividend R6 Fd | Mutual Funds | — | $0 | $210K | 0.7% | |
| Vanguard GroupRegistered Investment CompanyVanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $152K | 0.5% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $100K | 0.3% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $100K | 0.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $99K | 0.3% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $99K | 0.3% | |
| The American FundsRegistered Investment CompanyAm Fds Fndmtl Inv R6 Fund | Mutual Funds | — | $0 | $85K | 0.3% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $84K | 0.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $28K | <0.1% | |
| Dimensional Fund AdvisorsRegistered Investment CompanyDFA US Micro Cap I Fund | Mutual Funds | — | $0 | $28K | <0.1% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $27K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $27K | <0.1% | |
| The American FundsRegistered Investment CompanyAm Fds EuroPacific Grth R6 Fd | Mutual Funds | — | $0 | $21K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $18K | <0.1% | |
| The American FundsRegistered Investment CompanyAm Fds Grth Fd of Am R6 Fund | Mutual Funds | — | $0 | $18K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $16K | <0.1% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $16K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $10K | <0.1% | |
| Eagle Financial Services, Inc.Registered Investment CompanyCarillon Eagle MidCaGwth R6 Fd | Common Stocks | — | $0 | $10K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16 | <0.1% |
