Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STEEL PEAK WEALTH MGMT LLC3 years Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 27 · EIN 46-1173026 | Advisory (Plan) | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
3 funds of $250K or more; 20 lines in all, holding $2.1M of the plan's $2.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index A BlackRock · ETF Index | $475K | 22.1% |
| Transamerica Vitrus Silvant Focused Growth A Transamerica (Aegon) · Mutual fund Possible retail class ARecordkeeper's own fund | $273K | 12.7% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $254K | 11.9% |
| Voya Intermediate Bond Fund Class A Voya · Mutual fund Possible retail class A | $244K | 11.4% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $235K | 11.0% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $143K | 6.7% |
| Nuveen Inflation Linked Bond Fund Class I TIAA (Nuveen) · Mutual fund | $128K | 6.0% |
| Eaton Vance High Income Opportuniti Morgan Stanley · Mutual fund | $49K | 2.3% |
| AB Global Bond Fund, INC. Class A AllianceBernstein · Mutual fund Possible retail class A | $48K | 2.2% |
| iShares MSCI EAFE ETF BlackRock · ETF Index | $39K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.