Retirement plan

STEINER TRACTOR PARTS INC 401(K) PROFIT SHARING PLAN & TRUST

Name: STEINER TRACTOR PARTS INC - STEINER TRACTOR PARTS INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: STEINER TRACTOR PARTS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEINER TRACTOR PARTS INC 401(K) PROFIT SHARING PLAN & TRUST, STEINER TRACTOR PARTS INC

STEINER TRACTOR PARTS INCEIN 38-3057969Plan #002PY 2025

1660 SOUTH M-13 - LENNON, MI 48449810-621-3000steinertractor.comLinkedIn51-200 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$8.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.6M

+22.7% from 2024

Total participants

-18.8% from 2024

Average account balance

$283,695

+51.7% from 2024

Annual return

16.90%

+4.34 pp from 2024

Benchmarks

See 1,026 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,026 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$284K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

112.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8159

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$449K

$9158 / participant

Other / not subdivided$449K100.0%

% of EOY assets

2.876%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$283,695

$73,107+288.1%

$114,563+147.6%

$87,485+224.3%

Participation rate

98.0%

65.8%+32.2pp

72.9%+25.1pp

68.9%+29.0pp

Annual return

16.90%

19.47%-2.6pp

241.09%-224.2pp

26.06%-9.2pp

Employer contribution / active EE

$15,906

$1,881+745.6%

$2,592+513.7%

$2,596+512.7%

Participant deferral / active EE

$7,057

$3,144+124.5%

$4,142+70.4%

$4,274+65.1%

Admin fee / account holder

$8,159

$5,770+41.4%

$7,623+7.0%

$7,775+4.9%

STEINER TRACTOR PARTS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEINER TRACTOR PARTS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion