Kayla Robertson signed Next Step Healthcare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Next Step Healthcare, LLC's EIN is 26-3581415.
Download the official 2024 Form 5500 (PDF) for Next Step Healthcare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Next Step Healthcare, LLC'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 |
|---|---|---|---|---|---|
| PIMCO INCOME INST | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.9M | 99.2% | |
| [Assets held in common collective trust] | Other | — | — | $83K | 0.8% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $83K | 0.8% |
| 52-1309931 |
| — |
| NONE |
| $34K |
| — |
| COLUMBIA SMALL CAP INDEX INSTL 2 | 93-0577450 | — | NONE | $0 | — |
| PGIM TOTAL RETURN BOND R6 | 22-3703799 | — | NONE | $0 | — |
| CARILLON EAGLE MID CAP GR FD I | 59-3171014 | — | NONE | $0 | — |
| AMERICAN NEW WORLD R6 | 95-1411037 | — | NONE | $0 | — |
| MFS VALUE R6 | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN SMALL CAP VALUE R6 | 13-2624428 | — | NONE | $0 | — |
| FIDELITY INTL ENHANCED INDEX | 04-2647786 | — | NONE | $0 | — |
| AMERICAN CENTURY SM CAP GROWTH R6 | 20-0623152 | — | NONE | $0 | — |
