What public Form 5500 filings show about the One Step UP, Ltd. 401(k) plan — and how to find and check your own account.
One Step UP, Ltd. (EIN 13-3158610) reports ONE STEP UP, LTD 401(K) PLAN on its most recent Form 5500, with $28.9M in plan assets across 173 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 One Step UP, Ltd. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your One Step UP, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP.
