Original filing (PDF)20250414094516NAL0000707299001

RIGHT STEP INC.

Name: RIGHT STEP INC. — RIGHT STEP 401(K) PLAN, Form 5500 (2023)
Creator: RIGHT STEP INC.

Form 5500-SF

FILING_RECEIVED

RIGHT STEP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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).

Decision-maker contacts

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

Plan sponsor

Name

RIGHT STEP INC.

EIN

43-2108807

Address

4050 N 34TH ST · MILWAUKEE, WI · 53216

Phone

(414) 871-1040

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