Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Steele Capital Management, Inc.
Steele Capital Management, Inc.
- Service provider, as named on Schedule C
- EIN 421460565
- Plan year 2024
- Direct compensation reported $412,025
Assets of those plans
$1,078,273,913
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$412,025
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 9 |
| 50 | Direct payment from the plan | 9 |
| 27 | Investment advisory (plan) | 8 |
| 28 | Investment management | 8 |
| 31 | Named fiduciary | 7 |
| 38 | Participant communication | 7 |
| 51 | Investment management fees paid directly by plan | 7 |
| 25 | Trustee (directed) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic | $487,865,066 | 1,797 | $45,663 |
| Medical Associates Clinic P. C. 401(k) Profit Sharing Plan | Medical Associates Clinic | $320,422,259 | 1,397 | $85,787 |
| Grand River Medical Group Retirement Plan | Dubuque Internal Medicine PC DBA Grand River Medical Group | $91,256,603 | 472 | $17,200 |
| Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust | Simmons Perrine Moyer Bergman | $56,824,254 | 141 | $6,593 |
| Gamma Technologies, LLC Retirement Plan | Gamma Technologies | $47,170,569 | 176 | $63,800 |
| Mueller-yurgae Associates, Inc. 401(k) Profit Sharing Plan | Mueller-yurgae Associates | $20,894,006 | 248 | $44,939 |
| Gary W. Clem, Inc. DBA Almaco Retirement Plan | Gary W. Clem Inc. DBA Almaco | $19,562,765 | 187 | $49,247 |
| Baker Manufacturing Company, LLC 401(k) Deferred Profit Sharing Plan | Baker Manufacturing | $19,446,043 | 212 | $46,920 |
| Kinseth Hotel Corporation 401(k) Retirement Savings Plan | Kinseth Hotel | $11,290,074 | 309 | $38,085 |
| Discovery Living, Inc. 401(k) Plan | Discovery Living | $3,542,274 | 122 | $5,918 |
| J.B. Sullivan, Inc. Retirement Plan | J.B. Sullivan | $0 | 0 | $7,873 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.