How big is Right Step Inc.'s plan?

Right Step Inc.'s plan reported $470K in assets and 2 participants for 2023.

Original filing (PDF)20250414094516NAL0000707299001

Right Step Inc.

Name: Right Step Inc. — Right Step 401(k) Plan, Form 5500 (2023)
Creator: Right Step Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Right Step 401(k) Plan

401(k) retirement plan · Right Step Inc.'s Right Step 401(k) Plan held $470K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

Plan identifiers

Right Step Inc.'s EIN is 43-2108807.

EIN 43-2108807

Plan number 001

Plan year 2023

ACK ID 20250414094516NAL0000707299001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Right Step Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Right Step Inc.'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

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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RIGHT STEP INC.

EIN

all filings

Address

4050 N 34TH ST · MILWAUKEE, WI · 53216

Phone

(414) 871-1040

Industry

Educational Services

Plan administrator