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Original filing (PDF)20251015140612NAL0002418579001
STEELE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SSI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
409
Accounts w/ balance
457
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEELE SOLUTIONS, INC..
Plan sponsor
Name
STEELE SOLUTIONS, INC.
EIN
81-2440527
Address
6737 W WASHINGTON ST STE 2300 · MILWAUKEE, WI · 532145650
Phone
(414) 367-5104
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT | $17K | — |
Investments
28 direct securities · 17 pooled funds· $39.4M(100% of reported assets)
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.
Uncategorized
$21.7M
28 holdings
Common Collective Trust
$17.5M
13 holdings
Pooled Separate Account
$242K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $0 | $3.8M | 12.6% | |
| Vanguard GroupRegistered Investment CompanyVanguard Tl Stk Mkt Idx Adm Fd | — | — | $0 | $2.3M | 7.8% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr Inc CIT Z | — | — | $0 | $2.0M | 6.5% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin SAM Flexible Income SA-Z | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $0 | $1.1M | 3.5% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hyb 2070 CIT Z | — | — | $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 | — | — | $0 | $845K | 2.8% | |
| Dimensional Fund AdvisorsRegistered Investment CompanyDFA US SmCap Value I Fund | — | — | $0 | $842K | 2.8% | |
| Vanguard GroupRegistered Investment CompanyVanguard Mid Cap Index Adm Fd | — | — | $0 | $839K | 2.8% | |
| Vanguard GroupRegistered Investment CompanyVanguard ST Inv-Grade Adm Fd | — | — | $0 | $554K | 1.8% | |
| MFS Investment ManagementRegistered Investment CompanyMFS Interntl Equity R6 Fund | — | — | $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 | — | — | $0 | $325K | 1.1% | |
| John HancockRegistered Investment CompanyJohn Hancock Bond R6 Fund | — | — | $0 | $318K | 1.0% | |
| Invesco Funds Group, Inc.Registered Investment CompanyInvesco Divers Dividend R6 Fd | — | — | $0 | $210K | 0.7% | |
| Vanguard GroupRegistered Investment CompanyVanguard Sm Cap Index Adm Fund | — | — | $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 | — | — | $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 | — | — | $0 | $99K | 0.3% | |
| The American FundsRegistered Investment CompanyAm Fds Fndmtl Inv R6 Fund | — | — | $0 | $85K | 0.3% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2040 CIT Z | — | — | $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 | — | — | $0 | $28K | <0.1% | |
| Principal Global Investors Trust CoCommon/Collective TrustPrin LifeTime Hybr 2025 CIT Z | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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% |