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Original filing (PDF)20250924124742NAL0009233267001
STEP2 DISCOVERY LLC
Form 5500
FILING_RECEIVED
STEP2 DISCOVERY LLC 401K PLAN
401(k) retirement plan
Active participants
220
Accounts w/ balance
221
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEP2 DISCOVERY LLC.
Plan sponsor
Name
STEP2 DISCOVERY LLC
EIN
20-8347868
Address
3305 AIRPORT DR. · PITTSBURG, KS · 66762
Phone
(620) 232-2400
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
38 direct securities · 1 pooled fund· $11.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.5M
37 holdings
Common Collective Trust
$249K
1 holding
Mutual Funds
$162K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2040 | — | — | — | $1.6M | 14.2% | |
| Vanguard Target Retirement Fund 2030 | — | — | — | $1.4M | 11.6% | |
| Vanguard Target Retirement Fund 2035 | — | — | — | $1.3M | 11.4% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $1.2M | 10.4% | |
| Vanguard Target Retirement Fund 2055 | — | — | — | $881K | 7.6% | |
| Vanguard Target Retirement Fund 2050 | — | — | — | $805K | 6.9% | |
| Vanguard Target Retirement Income Fund | — | — | — | $561K | 4.8% | |
| Vanguard Target Retirement Fund 2045 | — | — | — | $485K | 4.2% | |
| Fidelity 500 Index Fund | — | — | — | $463K | 4.0% | |
| MFS Mid Cap Value R4 Fund | — | — | — | $353K | 3.0% | |
| SEI Trust Company Galliard Stable Return Fund C Participant Loans | — | — | — | $312K | 2.7% | |
| Collective Trust Fund | — | — | — | $249K | 2.1% | |
| GALLIARD STBLE RTN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $249K | 2.1% | |
| Vanguard Target Retirement Fund 2025 | — | — | — | $243K | 2.1% | |
| Vanguard Target Retirement Fund 2020 | — | — | — | $212K | 1.8% | |
| Nuveen MFS Utilities Fund R4 | — | — | — | $189K | 1.6% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $166K | 1.4% | |
| American Funds American Funds American Mutual R4 Fund | Mutual Funds | — | — | $162K | 1.4% | |
| Natixis Funds Invesco Developing Markets Y Fund | — | — | — | $150K | 1.3% | |
| Fidelity Balanced Fund | — | — | — | $123K | 1.1% | |
| American Funds American Funds EUPAC R5 Fund | — | — | — | $113K | 1.0% | |
| Virtus Duff & Phelps Real Estate Securities Fund R6 | — | — | — | $79K | 0.7% | |
| Columbia Overseas Value A Fund | — | — | — | $74K | 0.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $72K | 0.6% | |
| Baird Core Plus Bond Fun Insitutional | — | — | — | $70K | 0.6% | |
| Vanguard Target Retirement Fund 2060 | — | — | — | $59K | 0.5% | |
| Royce Small-Cap Opportunity Invmt Fund Stock Price | — | — | — | $57K | 0.5% | |
| Vanguard Vangurd MidCap Index Admiral Shares | — | — | — | $52K | 0.4% | |
| MFS Loomis Sayles Small Cap Growth Fund | — | — | — | $35K | 0.3% | |
| Fidelity Select Natural Resources Fund | — | — | — | $34K | 0.3% | |
| Vanguard Target Retirement Fund 2065 | — | — | — | $19K | 0.2% | |
| Oppenheimer Funds Nuveen Small/Mid-Cap Value I Fund | — | — | — | $18K | 0.2% | |
| Fidelity Internatonal Index Fund | — | — | — | $15K | 0.1% | |
| Fidelity Government Income Fund | — | — | — | $15K | 0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $8K | <0.1% | |
| Pimco Real Return Fund Institutional | — | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth R3 Fund | — | — | — | $3K | <0.1% | |
| Pimco Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class | — | — | — | $2K | <0.1% | |
| Vanguard Vangurd Small Cap Index Admiral Shares | — | — | — | $1K | <0.1% |