How big is Steele Bros. Heating, Inc.'s plan?

Steele Bros. Heating, Inc.'s plan reported $2.0M in assets and 101 participants for 2024.

Original filing (PDF)20250730144430NAL0002012515001

Steele Bros. Heating, Inc.

Name: Steele Bros. Heating, Inc. — Steele Bros. Heating, Form 5500 (2024)
Creator: Steele Bros. Heating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steele Bros. Heating, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Steele Bros. Heating, Inc.'s Steele Bros. Heating, Inc. 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

BEAU Britton signed Steele Bros. Heating, Inc.'s 2024 Form 5500 as plan administrator.

BEAU Britton — 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

Steele Bros. Heating, Inc.'s EIN is 84-1247814.

EIN 84-1247814

Plan number 002

Plan year 2024

ACK ID 20250730144430NAL0002012515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steele Bros. Heating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steele Bros. Heating, Inc.'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 STEELE BROS. HEATING, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score