Original filing (PDF)20251010191518NAL0004873731001

IMPORTANT STEPS, INC.

Name: IMPORTANT STEPS, INC. — IMPORTANT STEPS, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: IMPORTANT STEPS, INC.

Form 5500

FILING_RECEIVED

IMPORTANT STEPS, INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 2

40% in single holdingNo recordkeeper disclosed

Active participants

134

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPORTANT STEPS, INC..

Plan sponsor

Name

IMPORTANT STEPS, INC.

EIN

11-3693212

Address

2447 EASTCHESTER RD. · BRONX, NY · 10469

Phone

(718) 882-2111

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2K · 401(m) arrangement

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

ANTHONY CILIBERTI CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities· $581K(100% of reported assets)

Uncategorized

$539K

8 holdings

Participant loans

$42K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Invesco Select Risk: Moderate Investor A Mutual Fund	—	—	—	$234K	40.2%
Invesco Discovery Large Cap. A Mutual Fund	—	—	—	$163K	28.1%
Invesco Main Street A Mutual Fund	—	—

Related plans

Similar-size Educational Services plans

AUTISM EDUCATION AND THERAPY CENTER LLC

AUTISM EDUCATION & THERAPY CENTER 401K PLAN

$581K · 144 participants

SONJA BIGGS EDUCATIONAL SERVICES, INC.

SONJA BIGGS EDUCATIONAL SERVICES, INC. 401(K) PLAN

$580K · 31 participants

US GYMNASTICS DEVELOPMENT CENTER, II

US GYMNASTICS DEVELOPMENT CENTER 401(K) PLAN

$580K · 21 participants

JBI INTERNATIONAL, INC.

JBI INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN

$580K · 17 participants

FLORIDA ASSOCIATION OF SCHOOL ADMINISTRA