How big is Next Step Federal Credit Union's plan?

Next Step Federal Credit Union's plan reported $1.3M in assets and 13 participants for 2025.

Original filing (PDF)20260511080022NAL0011527218001

Next Step Federal Credit Union

Name: Next Step Federal Credit Union — Next Step Federal, Form 5500 (2025)
Creator: Next Step Federal Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Step Federal Credit Union 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Next Step Federal Credit Union's Next Step Federal Credit Union 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Next Step Federal Credit Union's EIN is 14-1439105.

EIN 14-1439105

Plan number 033

Plan year 2025

ACK ID 20260511080022NAL0011527218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Next Step Federal Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Next Step Federal Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT STEP FEDERAL CREDIT UNION.

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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