Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEELE CAPITAL MANAGEMENT, INC.
EIN 42-1460565investment managementLatest filing 2024
Plans
2
Retirement
2
$13.7M assets
Welfare
0
Participants
32
1000 JACKSON STREET, STE 201 - DUBUQUE, IA 52001563-588-2097steelecapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 32 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
STEELE CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$9.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.0M
Participants15
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 | STEELE CAPITAL MANAGEMENT 401(K) PLAN | 401k | $9.7M | 17 | 2024 | |
| 002 | STEELE CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN | CashBalance | $4.0M | 15 | 2024 |
Retirement plans