Filings through .
Steele Capital Management, Inc.
Matched across 9 name variants in the filings
Steele Capital Management, Inc. summary
Steele Capital Management, Inc. appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.4B in assets for 9,071 participants. The median client plan holds $23.6M. Most client plans are sponsored in IA, IL and AZ. The largest clients by plan assets are McFarland Clinic, P.C., Medical Associates Clinic, P.C. and Medical Center Anesthesiologists, P.C.. Plans reported $524K in direct and indirect compensation paid to Steele Capital Management, Inc.. The median is $29K per plan.
- Participants
- 9,071
- Median plan assets
- $23.6M
- Median plan participants
- 200
- Median fees per plan
- $29K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| McFarland Clinic, P.C. | IA | $548M | 1,843 |
| Medical Associates Clinic, P.C. | IA | $351M | 1,455 |
| Medical Center Anesthesiologists, P.C. | IA | $94.4M | 129 |
| Dubuque Internal Medicine PC Dba Grand River Medical Group | IA | $91.3M | 491 |
| Waterline Industries Corporation | NH | $67.9M | 147 |
| Simmons Perrine Moyer Bergman PLC | IA | $67.8M | 156 |
| Gamma Technologies, LLC | IL | $58.3M | 189 |
| Thomas Howell Ferguson, P.A. | FL | $25.0M | 116 |
| Mueller-Yurgae Associates, Inc. | IA | $24.9M | 271 |
| Baker Manufacturing Company, LLC | WI | $22.3M | 248 |
| Gary W. Clem, Inc. Dba Almaco | IA | $20.5M | 210 |
| Bluesnap, Inc. | MA | $16.4M | 160 |
| Fiduciary Wise, LLC | AZ | $16.2M | 986 |
| George Webb Sales Company | UT | $16.2M | 143 |
| Kinseth Hotel Corporation | IA | $13.6M | 2,176 |
| Anderson Weber, Inc. | IA | $11.8M | 127 |
| Discovery Living, Inc. | IA | $4.5M | 224 |
| J.B. Sullivan, Inc. | IL | $0 | 0 |
- IAParticipants 1,843
- IAParticipants 1,455
- IAParticipants 129
- IAParticipants 491
- NHParticipants 147
- IAParticipants 156
- Gamma Technologies, LLC$58.3MILParticipants 189
- FLParticipants 116
- IAParticipants 271
- WIParticipants 248
- IAParticipants 210
- Bluesnap, Inc.$16.4MMAParticipants 160
- Fiduciary Wise, LLC$16.2MAZParticipants 986
- UTParticipants 143
- IAParticipants 2,176
- Anderson Weber, Inc.$11.8MIAParticipants 127
- IAParticipants 224
- ILParticipants 0
Top client states
- IA10 plans
- IL2 plans
- AZ1 plan
- FL1 plan
- MA1 plan
Frequently asked questions
- Who uses Steele Capital Management, Inc.?
- 18 retirement plans list Steele Capital Management, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include McFarland Clinic, P.C., Medical Associates Clinic, P.C., Medical Center Anesthesiologists, P.C., Dubuque Internal Medicine PC Dba Grand River Medical Group and Waterline Industries Corporation. Most client plans are sponsored in IA, IL and AZ.
- How many plans does Steele Capital Management, Inc. serve?
- Steele Capital Management, Inc. serves 18 retirement plans with $1.4B in plan assets and 9,071 participants, based on the latest Form 5500 filings through 2024.
- What does Steele Capital Management, Inc. charge?
- Plans reported $524K in total Schedule C compensation paid to Steele Capital Management, Inc.. The median plan paid $29K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18+5 YoYRank #1047 of mapped providers
Assets under administration$1.4B0.0%Rank #4364 by share of filed assets
Fees received$523,942Median $28,983/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
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