# Steele Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/steele-solutions-inc-plan-001

> Steele Solutions, INC.'s 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/northwestern-mutual) — 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|

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