How big is The Next Step Fund Inc.'s plan?

The Next Step Fund Inc.'s plan reported $225K in assets and 12 participants for 2024.

Original filing (PDF)20250721143735NAL0003429154001

The Next Step Fund Inc.

Name: The Next Step Fund Inc. — Next Step Fund 403(b) Plan, Form 5500 (2024)
Creator: The Next Step Fund Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Step Fund 403(b) Plan

403(b) retirement plan · The Next Step Fund Inc.'s Next Step Fund 403(b) Plan held $225K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

William Kubicek signed The Next Step Fund Inc.'s 2024 Form 5500 as plan administrator.

William Kubicek — 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

The Next Step Fund Inc.'s EIN is 04-3579298.

EIN 04-3579298

Plan number 001

Plan year 2024

ACK ID 20250721143735NAL0003429154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Next Step Fund Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Next Step Fund 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 THE NEXT STEP FUND INC.

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Plan health score

Top-tier plan health

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