How big is Next Step Community Management LLC's plan?

Next Step Community Management LLC's plan reported $143K in assets and 6 participants for 2024.

Original filing (PDF)20250718120059NAL0003076258001

Next Step Community Management LLC

Name: Next Step Community Management LLC — Next Step, Form 5500 (2024)
Creator: Next Step Community Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Step 401(k) Plan

401(k) retirement plan · Next Step Community Management LLC's Next Step 401(k) Plan held $143K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Marcus Bowie signed Next Step Community Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Next Step Community Management LLC's EIN is 37-2078901.

EIN 37-2078901

Plan number 001

Plan year 2024

ACK ID 20250718120059NAL0003076258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT STEP COMMUNITY MANAGEMENT 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

NEXT STEP COMMUNITY MANAGEMENT LLC

EIN

all filings

Address

7010 SOQUEL DR STE 202 · APTOS, CA · 95003

Phone

(408) 495-4695

Industry

Real Estate

Plan administrator