Plan Snapshot
- Plan Sponsor: Steelman Partners, LLP
- Sponsor EIN: 261635855
- Sponsor Address: 3330 W. DESERT INN ROAD, LAS VEGAS, NV, 89102
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $14.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $14.6M | $243,910 | $825,133 |
| 2023 | 113 | $12.2M | $248,090 | $678,336 |
| 2022 | 114 | $8.7M | $155,820 | $557,516 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $63,124 | $45,156 | $17,968 | — | — |
| 2023 | $60,575 | $40,263 | $20,312 | — | — |
| 2022 | $58,519 | $43,336 | $15,183 | — | — |