How big is The Steele Foundation's plan?

The Steele Foundation's plan reported $396K in assets and 4 participants for 2024.

Original filing (PDF)20250724104806NAL0002399251001

The Steele Foundation

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

Form 5500-SF

FILING_RECEIVED

The Steele Foundation Retirement Trust

401(k) retirement plan · The Steele Foundation's The Steele Foundation Retirement Trust held $396K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

Plan identifiers

The Steele Foundation's EIN is 95-3466880.

EIN 95-3466880

Plan number 001

Plan year 2024

ACK ID 20250724104806NAL0002399251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Steele Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE STEELE FOUNDATION.

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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