How big is Steiner Insurance & Financial Services LLC's plan?

Steiner Insurance & Financial Services LLC's plan reported $9K in assets and 5 participants for 2025.

Original filing (PDF)20260504221434NAL0000193843098

Steiner Insurance & Financial Services LLC

Name: Steiner Insurance & Financial Services LLC — Form 5500 Plan 001 (2025)
Creator: Steiner Insurance & Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steiner Insurance & Financial Services LLC 401(k) Plan

401(k) retirement plan · Steiner Insurance & Financial Services LLC's Steiner Insurance & Financial Services LLC 401(k) Plan held $9K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

Steiner Insurance & Financial Services LLC's EIN is 82-4152406.

EIN 82-4152406

Plan number 001

Plan year 2025

ACK ID 20260504221434NAL0000193843098

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steiner Insurance & Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steiner Insurance & Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEINER INSURANCE & FINANCIAL SERVICES LLC.

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