What public Form 5500 filings show about the Next Step Healthcare, LLC 401(k) plan — and how to find and check your own account.
Next Step Healthcare, LLC (EIN 26-3581415) reports NEXT STEP HEALTHCARE 401(K) PLAN on its most recent Form 5500, with $10.0M in plan assets across 1,360 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 Next Step Healthcare, LLC filing — schedules, fees, and providers.
Next Step Healthcare, LLC’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 Next Step Healthcare, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COLUMBIA SMALL CAP INDEX INSTL 2, JP MORGAN SMALL CAP VALUE R6, MFS VALUE R6, AMERICAN CENTURY SM CAP GROWTH R6, ALLIANT INSURANCE SERVICES, CARILLON EAGLE MID CAP GR FD I.
