How big is Steppingstone Foundation Inc.'s plan?

Steppingstone Foundation Inc.'s plan reported $4.5M in assets and 72 participants for 2024.

Original filing (PDF)20251015112306NAL0004701921001

Steppingstone Foundation Inc.

Name: Steppingstone Foundation Inc. — Steppingstone, Form 5500 (2024)
Creator: Steppingstone Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steppingstone Foundation DC Retirement Plan

403(b) retirement plan · Steppingstone Foundation Inc.'s Steppingstone Foundation DC Retirement Plan held $4.5M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Kerry Tirrell signed Steppingstone Foundation Inc.'s 2024 Form 5500 as plan administrator.

Kerry Tirrell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steppingstone Foundation Inc.'s EIN is 04-3086666.

EIN 04-3086666

Plan number 002

Plan year 2024

ACK ID 20251015112306NAL0004701921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steppingstone Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steppingstone Foundation Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPPINGSTONE FOUNDATION INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off