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Sponsor portfolio

STEAM CONCEPTS

EIN 82-5199006-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
9
9 DEGNON BOULEVARD - BAYSHORE, NY 11706631-273-3625
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 3 part#001401k-$904K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PENSION (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PENSION (#002)3
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEAM CONCEPTS CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STEAM CONCEPTS 401(K) PROFIT SHARING PLAN

401k

Assets$904K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEAM CONCEPTS CASH BALANCE PENSION PLANCashBalance$1.1M32024
001STEAM CONCEPTS 401(K) PROFIT SHARING PLAN401k$904K62024
Retirement plans
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