How big is Steele & Associates LLC's plan?

Steele & Associates LLC's plan reported $407K in assets and 5 participants for 2024.

Original filing (PDF)20250731155704NAL0003220531001

Steele & Associates LLC

Name: Steele & Associates LLC — Steele & Associates LLC, Form 5500 (2024)
Creator: Steele & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steele & Associates LLC 401(k) Plan

401(k) retirement plan · Steele & Associates LLC's Steele & Associates LLC 401(k) Plan held $407K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Jonathan Steele signed Steele & Associates LLC's 2024 Form 5500 as plan administrator.

Jonathan Steele — 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 & Associates LLC's EIN is 88-0479248.

EIN 88-0479248

Plan number 001

Plan year 2024

ACK ID 20250731155704NAL0003220531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steele & Associates LLC'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 & ASSOCIATES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

STEELE & ASSOCIATES LLC

EIN

all filings

Address

PO BOX 2187 · CARSON CITY, NV · 89702

Phone

(775) 882-7198

Industry

CPA Offices· Professional & Technical Services

Plan administrator