How big is Step by Step, Inc.'s plan?

Step by Step, Inc.'s plan reported $488K in assets and 56 participants for 2024.

Original filing (PDF)20250723070802NAL0007868578001

Step by Step, Inc.

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

Form 5500-SF

FILING_RECEIVED

Step by Step, Inc. 401(k) Plan

401(k) retirement plan · Step by Step, Inc.'s Step by Step, Inc. 401(k) Plan held $488K in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

Anthony Ward AS Attorney signed Step by Step, Inc.'s 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — 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 by Step, Inc.'s EIN is 37-1828978.

EIN 37-1828978

Plan number 001

Plan year 2024

ACK ID 20250723070802NAL0007868578001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off