What public Form 5500 filings show about the First Steps, Inc. 401(k) plan — and how to find and check your own account.
First Steps, Inc. (EIN 62-0674974) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEPS, INC. on its most recent Form 5500, with $809K in plan assets across 27 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 Steps, Inc. filing — schedules, fees, and providers.
First Steps, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask First Steps, Inc.HR for the recordkeeper’s name and login.
