How big is Stepping Stone Partners, LLC's plan?

Stepping Stone Partners, LLC's plan reported $228K in assets and 2 participants for 2024.

Original filing (PDF)20250626104757NAL0021272034001

Stepping Stone Partners, LLC

Name: Stepping Stone Partners, LLC — Stepping Stone, Form 5500 (2024)
Creator: Stepping Stone Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stepping Stone Partners, LLC 401(k) Plan

401(k) retirement plan · Stepping Stone Partners, LLC's Stepping Stone Partners, LLC 401(k) Plan held $228K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

Plan identifiers

Stepping Stone Partners, LLC's EIN is 23-3066110.

EIN 23-3066110

Plan number 001

Plan year 2024

ACK ID 20250626104757NAL0021272034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stepping Stone Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stepping Stone Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPPING STONE PARTNERS, LLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score