What public Form 5500 filings show about the First Step, Inc. 401(k) plan — and how to find and check your own account.
First Step, Inc. (EIN 71-0307372) reports FIRST STEP 401(K) RETIREMENT SAVINGS PLAN & TRUST on its most recent Form 5500, with $14.2M in plan assets across 563 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full First Step, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First Step, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALLIED BENEFIT SYSTEMS, PRIME CAPITAL INVESTMENT ADVISORS L, FIDELITY INVESTMENTS INSTITUTIONAL, CIGNA.
