Eric Lindey signed Step by Step, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Step by Step, Inc.'s EIN is 23-2053563.
Download the official 2023 Form 5500 (PDF) for Step by Step, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Step by Step, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest Account * Empower General Accounting N/R | Other securities | — | — | $3.5M | 16.5% | |
| American Funds 2040 Target Date Retirement Fund N/R | Mutual Funds | — | — | $2.4M | 11.2% | |
| MM S&P 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.2M | 10.5% | |
| American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.9M | 8.7% | |
| VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.0% | |
| American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.0M | 4.8% | |
| American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $874K | 4.1% | |
| American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $773K | 3.6% | |
| American Funds Bond Fund of America N/R | Mutual Funds | — | — | $771K | 3.6% | |
| American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $744K | 3.5% | |
| American Funds 2020 Target Date Retirement Fund N/R | Mutual Funds | — | — | $728K | 3.4% | |
| American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $656K | 3.1% | |
| JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $508K | 2.4% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $412K | 1.9% | |
| American Funds 2060 Target Date Retirement Fund N/R | Mutual Funds | — | — | $395K | 1.8% | |
| American Funds American Mutual R3 Fund N/R | Mutual Funds | — | — | $372K | 1.7% | |
| Principal Real Estate Securities Fund N/R | Other securities | — | — | $316K | 1.5% | |
| MFS INTERNATIONAL NEW DISCOVERY A AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $286K | 1.3% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $273K | 1.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $211K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund N/R | Mutual Funds | — | — | $125K | 0.6% | |
| Empower International Index Institutional Fund N/R | Other securities | — | — | $88K | 0.4% | |
| iShares Small Cap Index Fund N/R | Common Collective Trusts | — | — | $84K | 0.4% | |
| iShares Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $83K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund N/R | Mutual Funds | — | — | $70K | 0.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| Empower Asset Holding Account N/R | Other securities | — | — | $37K | 0.2% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FAIRFIELD, IA |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $0 | — |
