Civic Intelligence

Steer Partners

Plan context: Steer Partners 401(K) P/S Plan

EIN 45-0643868 • Boston, MA • 16 filings • 2 plans

201 Washington StreetSuite 310Boston, MA 02116
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$2,537,873

2025 Contributions

$226,508

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,537,873$1,268,937$0201520202025YearValue
$2,537,873Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150201520202025YearValue
25Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025125$2,537,873$226,508$9,060iApproximate average salary by contribution assumption: employee only about $226,508 at 4% or $151,005 at 6%; with 50% employer match about $151,005 at 4% or $100,670 at 6%; with 100% employer match about $113,254 at 4% or $75,503 at 6%.
Steer Partners 401(K) P/S Plan-25$2,537,873$226,508$9,060iApproximate average salary by contribution assumption: employee only about $226,508 at 4% or $151,005 at 6%; with 50% employer match about $151,005 at 4% or $100,670 at 6%; with 100% employer match about $113,254 at 4% or $75,503 at 6%.
2024129$2,009,452$364,423$12,566iApproximate average salary by contribution assumption: employee only about $314,158 at 4% or $209,439 at 6%; with 50% employer match about $209,439 at 4% or $139,626 at 6%; with 100% employer match about $157,079 at 4% or $104,719 at 6%.
Steer Partners 401(K) P/S Plan-29$2,009,452$364,423$12,566iApproximate average salary by contribution assumption: employee only about $314,158 at 4% or $209,439 at 6%; with 50% employer match about $209,439 at 4% or $139,626 at 6%; with 100% employer match about $157,079 at 4% or $104,719 at 6%.
2023229$1,243,928$254,642$8,781iApproximate average salary by contribution assumption: employee only about $219,519 at 4% or $146,346 at 6%; with 50% employer match about $146,346 at 4% or $97,564 at 6%; with 100% employer match about $109,759 at 4% or $73,173 at 6%.
Steer Partners 401(K) P/S Plan-29$1,243,928$254,642$8,781iApproximate average salary by contribution assumption: employee only about $219,519 at 4% or $146,346 at 6%; with 50% employer match about $146,346 at 4% or $97,564 at 6%; with 100% employer match about $109,759 at 4% or $73,173 at 6%.
STEER PARTNERS CASH BALANCE RETIREMENT PLAN-0$0$0-
2022226$1,278,464$87,421$3,362iApproximate average salary by contribution assumption: employee only about $84,059 at 4% or $56,039 at 6%; with 50% employer match about $56,039 at 4% or $37,359 at 6%; with 100% employer match about $42,029 at 4% or $28,020 at 6%.
Steer Partners 401(K) P/S Plan-26$954,196$87,421$3,362iApproximate average salary by contribution assumption: employee only about $84,059 at 4% or $56,039 at 6%; with 50% employer match about $56,039 at 4% or $37,359 at 6%; with 100% employer match about $42,029 at 4% or $28,020 at 6%.
STEER PARTNERS CASH BALANCE RETIREMENT PLAN-7$324,268$0-
2021220$1,490,835$355,855$17,793iApproximate average salary by contribution assumption: employee only about $444,819 at 4% or $296,546 at 6%; with 50% employer match about $296,546 at 4% or $197,697 at 6%; with 100% employer match about $222,409 at 4% or $148,273 at 6%.
Steer Partners 401(K) P/S Plan-20$1,138,665$195,855$9,793iApproximate average salary by contribution assumption: employee only about $244,819 at 4% or $163,213 at 6%; with 50% employer match about $163,213 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%.
STEER PARTNERS CASH BALANCE RETIREMENT PLAN-5$352,170$160,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
2020220$1,179,957$361,199$18,060iApproximate average salary by contribution assumption: employee only about $451,499 at 4% or $300,999 at 6%; with 50% employer match about $300,999 at 4% or $200,666 at 6%; with 100% employer match about $225,749 at 4% or $150,500 at 6%.
Steer Partners 401(K) P/S Plan-20$1,010,692$361,199$18,060iApproximate average salary by contribution assumption: employee only about $451,499 at 4% or $300,999 at 6%; with 50% employer match about $300,999 at 4% or $200,666 at 6%; with 100% employer match about $225,749 at 4% or $150,500 at 6%.
STEER PARTNERS CASH BALANCE RETIREMENT PLAN-11$169,265--
2019214$692,716$365,474$26,105iApproximate average salary by contribution assumption: employee only about $652,632 at 4% or $435,088 at 6%; with 50% employer match about $435,088 at 4% or $290,059 at 6%; with 100% employer match about $326,316 at 4% or $217,544 at 6%.
Steer Partners 401(K) P/S Plan-14$538,210$210,968$15,069iApproximate average salary by contribution assumption: employee only about $376,729 at 4% or $251,152 at 6%; with 50% employer match about $251,152 at 4% or $167,435 at 6%; with 100% employer match about $188,364 at 4% or $125,576 at 6%.
STEER PARTNERS CASH BALANCE RETIREMENT PLAN-12$154,506$154,506$12,876iApproximate average salary by contribution assumption: employee only about $321,888 at 4% or $214,592 at 6%; with 50% employer match about $214,592 at 4% or $143,061 at 6%; with 100% employer match about $160,944 at 4% or $107,296 at 6%.
2018110$250,291$73,563$7,356iApproximate average salary by contribution assumption: employee only about $183,908 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,737 at 6%; with 100% employer match about $91,954 at 4% or $61,303 at 6%.
Steer Partners 401(K) P/S Plan-10$250,291$73,563$7,356iApproximate average salary by contribution assumption: employee only about $183,908 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,737 at 6%; with 100% employer match about $91,954 at 4% or $61,303 at 6%.
2017110$259,346$110,551$11,055iApproximate average salary by contribution assumption: employee only about $276,378 at 4% or $184,252 at 6%; with 50% employer match about $184,252 at 4% or $122,834 at 6%; with 100% employer match about $138,189 at 4% or $92,126 at 6%.
Steer Partners 401(K) P/S Plan-10$259,346$110,551$11,055iApproximate average salary by contribution assumption: employee only about $276,378 at 4% or $184,252 at 6%; with 50% employer match about $184,252 at 4% or $122,834 at 6%; with 100% employer match about $138,189 at 4% or $92,126 at 6%.
201617$122,732$74,058$10,580iApproximate average salary by contribution assumption: employee only about $264,493 at 4% or $176,329 at 6%; with 50% employer match about $176,329 at 4% or $117,552 at 6%; with 100% employer match about $132,246 at 4% or $88,164 at 6%.
Steer Partners 401(K) P/S Plan-7$122,732$74,058$10,580iApproximate average salary by contribution assumption: employee only about $264,493 at 4% or $176,329 at 6%; with 50% employer match about $176,329 at 4% or $117,552 at 6%; with 100% employer match about $132,246 at 4% or $88,164 at 6%.
201515$42,524$43,750$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Steer Partners 401(K) P/S Plan-5$42,524$43,750$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.