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Original filing (PDF)20251015112306NAL0004701921001
STEPPINGSTONE FOUNDATION INC
Form 5500-SF
FILING_RECEIVED
STEPPINGSTONE FOUNDATION DC RETIREMENT PLAN
403(b) retirement plan
Active participants
72
Accounts w/ balance
50
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPPINGSTONE FOUNDATION INC.
Plan sponsor
Name
STEPPINGSTONE FOUNDATION INC
EIN
04-3086666
Address
200 HIGH STREET · SUITE 210 · BOSTON, MA · 02110
Phone
(617) 423-6300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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