How big is First Step's plan?

First Step's plan reported $1.3M in assets and 42 participants for 2024.

Original filing (PDF)20260122100750NAL0007944288001

First Step

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

Form 5500-SF

FILING_RECEIVED

First Step 401(k) Profit Sharing Plan

401(k) retirement plan · First Step's First Step 401(k) Profit Sharing Plan held $1.3M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Diana McDonald signed First Step's 2024 Form 5500 as plan administrator.

Diana McDonald — 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

First Step's EIN is 38-2208980.

EIN 38-2208980

Plan number 001

Plan year 2024

ACK ID 20260122100750NAL0007944288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score