How big is Steps for Success, LLC's plan?

Steps for Success, LLC's plan reported $18K in assets and 3 participants for 2024.

Original filing (PDF)20250722120334NAL0006833586001

Steps for Success, LLC

Name: Steps for Success, LLC — Steps for Success LLC, Form 5500 (2024)
Creator: Steps for Success, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steps for Success LLC 401(k)

401(k) retirement plan · Steps for Success, LLC's Steps for Success LLC 401(k) held $18K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Nick Rice signed Steps for Success, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Steps for Success, LLC's EIN is 38-4120882.

EIN 38-4120882

Plan number 001

Plan year 2024

ACK ID 20250722120334NAL0006833586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steps for Success, 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 STEPS FOR SUCCESS, 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