Plan Snapshot
- Plan Sponsor: Steele Solutions, INC.
- Sponsor EIN: 812440527
- Sponsor Address: 6737 W WASHINGTON ST STE 2300, MILWAUKEE, WI, 532145650
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 409 | $30.3M | $1.1M | $2.2M |
| 2023 | 299 | $19.1M | $792,017 | $1.7M |
| 2022 | 368 | $15.0M | $974,422 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $76,650 | — | $76,650 |
| NORTHWESTERN MUTUAL WEALTH MGMT | INVESTMENT ADVISORY | $24,736 | $14 | $24,750 |
| BAKER TILLY US, LLP | ACCOUNTANT | $17,387 | — | $17,387 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,787
- Estimated Expense Ratio: 0.392% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $118,775 | $24,743 | $76,651 | $17,381 | — |
| 2023 | $131,237 | — | $115,241 | $15,996 | — |
| 2022 | $113,615 | — | $99,833 | — | $13,782 |