What public Form 5500 filings show about the Step INTO Excellence Inc. 401(k) plan — and how to find and check your own account.
Step INTO Excellence Inc. (EIN 20-0693932) reports STEP INTO EXCELLENCE INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $113K in plan assets across 8 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 INTO Excellence Inc. filing — schedules, fees, and providers.
Step INTO Excellence 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 Step INTO Excellence Inc.HR for the recordkeeper’s name and login.
