Original filing (PDF)20231107234512NAL0028566512001

STEPPING STONES ACADEMY LLC

Name: STEPPING STONES ACADEMY LLC — STEPPING STONES ACADEMY LLC 401(K) PLAN, Form 5500 (2022)
Creator: STEPPING STONES ACADEMY LLC

Form 5500-SF

FILING_RECEIVED

STEPPING STONES ACADEMY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPPING STONES ACADEMY LLC.

Plan sponsor

Name

STEPPING STONES ACADEMY LLC

EIN

20-4963713

Address

860 HALEKAUWILA ST · HONOLULU, HI · 96813

Phone

(808) 593-2922

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-12

Filed

2023-11-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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