How big is Nextstep Strategies, LLC's plan?

Nextstep Strategies, LLC's plan reported $152K in assets and 5 participants for 2025.

Original filing (PDF)20260522093839NAL0003377600001

Nextstep Strategies, LLC

Name: Nextstep Strategies, LLC — Nextstep Strategies, LLC, Form 5500 (2025)
Creator: Nextstep Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextstep Strategies, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Nextstep Strategies, LLC's Nextstep Strategies, LLC 401(k) Profit Sharing Plan held $152K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan identifiers

Nextstep Strategies, LLC's EIN is 06-1808762.

EIN 06-1808762

Plan number 001

Plan year 2025

ACK ID 20260522093839NAL0003377600001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nextstep Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nextstep Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTSTEP STRATEGIES, LLC.

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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

Helping the score