How big is Steffen Management LLC's plan?

Steffen Management LLC's plan reported $6K in assets and 2 participants for 2025.

Original filing (PDF)20260506220239NAL0002217361075

Steffen Management LLC

Name: Steffen Management LLC — Steffen Management LLC, Form 5500 (2025)
Creator: Steffen Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steffen Management LLC 401(k) Plan

401(k) retirement plan · Steffen Management LLC's Steffen Management LLC 401(k) Plan held $6K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Steffen Management LLC's EIN is 86-3910643.

EIN 86-3910643

Plan number 001

Plan year 2025

ACK ID 20260506220239NAL0002217361075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steffen Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steffen Management 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 STEFFEN MANAGEMENT LLC.

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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