Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN R. STEELE & ASSOCIATES, INC.
EIN 16-0965653veterinaryLatest filing 2025
Plans
2
Retirement
2
$24.4M assets
Welfare
0
Participants
89
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.4M assets / 89 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$19.6M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN R. STEELE & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $19.6M | 57 | 2025 | |
| 005 | JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $4.8M | 32 | 2024 |
Retirement plans