How big is Steffey Group LLC's plan?

Steffey Group LLC's plan reported $400K in assets and 17 participants for 2024.

Original filing (PDF)20250701095547NAL0029272978001

Steffey Group LLC

Name: Steffey Group LLC — The Steffey Group LLC Employee, Form 5500 (2024)
Creator: Steffey Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Steffey Group LLC Employee 401(k) Plan

401(k) retirement plan · Steffey Group LLC's The Steffey Group LLC Employee 401(k) Plan held $400K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

People on this filing

Shirley Horner signed Steffey Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Steffey Group LLC's EIN is 84-3556479.

EIN 84-3556479

Plan number 001

Plan year 2024

ACK ID 20250701095547NAL0029272978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steffey Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steffey Group 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 STEFFEY GROUP 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