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STEINHAFELS HOLDING COMPANY, INC. — STEINHAFELS HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260122171700NAL0004782929001
STEINHAFELS HOLDING COMPANY, INC.
Form 5500
FILING_RECEIVED
STEINHAFELS HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
83% in single holding
No recordkeeper disclosed
Active participants
396
Accounts w/ balance
438
Plan assets (EOY)
$14.5M
Net assets (EOY)
$11.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEINHAFELS HOLDING COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
STEINHAFELS HOLDING COMPANY, INC.
EIN
86-2586895
Address
W231 N1013 COUNTY HWY F · WAUKESHA, WI · 53186
Phone
(262) 436-4500
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-29
Tax period
2025-06-27
Filed
2026-01-22
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $14.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Unallocated - 2,333,333
—
—
$3.3M
$12.1M
83.3%
Allocated - 466,667
—
—
$667K
$2.4M
16.7%
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Knocking points off
Top holding "Unallocated - 2,333,333" is 83% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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