What public Form 5500 filings show about the Step by Step, Inc. 401(k) plan — and how to find and check your own account.
Step by Step, Inc. (EIN 23-2053563) reports RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC on its most recent Form 5500, with $21.4M in plan assets across 1,333 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 Step by 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 Step by Step, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TBS AGENCY, PARAGON ALLIANCE GROUP.
