How big is Nextstep Technology Advisors LLC's plan?

Nextstep Technology Advisors LLC's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250416224621NAL0000458688001

Nextstep Technology Advisors LLC

Name: Nextstep Technology Advisors LLC — Nextstep Technolo, Form 5500 (2024)
Creator: Nextstep Technology Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextstep Technology Advisors 401(k) Plan

401(k) retirement plan · Nextstep Technology Advisors LLC's Nextstep Technology Advisors 401(k) Plan held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Nextstep Technology Advisors LLC's EIN is 26-3790542.

EIN 26-3790542

Plan number 001

Plan year 2024

ACK ID 20250416224621NAL0000458688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nextstep Technology Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nextstep Technology Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTSTEP TECHNOLOGY ADVISORS 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