How big is Steinberganna Wealth Management Corp.'s plan?

Steinberganna Wealth Management Corp.'s plan reported $7.4M in assets and 3 participants for 2024.

Original filing (PDF)20250716090530NAL0002963041001

Steinberganna Wealth Management Corp.

Name: Steinberganna Wealth Management Corp. — Steinbergann, Form 5500 (2024)
Creator: Steinberganna Wealth Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steinberganna 401(k) Plan

401(k) retirement plan · Steinberganna Wealth Management Corp.'s Steinberganna 401(k) Plan held $7.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Steinberganna Wealth Management Corp.'s EIN is 90-1011058.

EIN 90-1011058

Plan number 001

Plan year 2024

ACK ID 20250716090530NAL0002963041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steinberganna Wealth Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steinberganna Wealth Management Corp.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEINBERGANNA WEALTH MANAGEMENT CORP..

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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