How big is Steele Financial Partners Inc.'s plan?

Steele Financial Partners Inc.'s plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20251008135242NAL0009543088007

Steele Financial Partners Inc.

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

Form 5500-SF

FILING_RECEIVED

Steele Financial Partners Inc. 401(k) Plan

401(k) retirement plan · Steele Financial Partners Inc.'s Steele Financial Partners Inc. 401(k) Plan held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

Plan identifiers

Steele Financial Partners Inc.'s EIN is 88-4021418.

EIN 88-4021418

Plan number 001

Plan year 2024

ACK ID 20251008135242NAL0009543088007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steele Financial Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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