How big is Step CG, LLC's plan?

Step CG, LLC's plan reported $4.0M in assets and 104 participants for 2024.

Original filing (PDF)20250324080802NAL0012506481001

Step CG, LLC

Name: Step CG, LLC — Step CG, LLC 401(k) Plan, Form 5500 (2024)
Creator: Step CG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Step CG, LLC 401(k) Plan

401(k) retirement plan · Step CG, LLC's Step CG, LLC 401(k) Plan held $4.0M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Jim West signed Step CG, LLC's 2024 Form 5500 as plan administrator.

Jim West — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Step CG, LLC's EIN is 30-0836376.

EIN 30-0836376

Plan number 001

Plan year 2024

ACK ID 20250324080802NAL0012506481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score