How big is Stepping Stone Acupuncture and Wellness' plan?

Stepping Stone Acupuncture and Wellness' plan reported $144K in assets and 15 participants for 2024.

Original filing (PDF)20251010112925NAL0012983584001

Stepping Stone Acupuncture and Wellness

Name: Stepping Stone Acupuncture and Wellness — Form 5500 Plan 001 (2024)
Creator: Stepping Stone Acupuncture and Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stepping Stone Acupuncture and Wellness 401(k) Plan

401(k) retirement plan · Stepping Stone Acupuncture and Wellness' Stepping Stone Acupuncture and Wellness 401(k) Plan held $144K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Richard Tatum signed Stepping Stone Acupuncture and Wellness' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Stepping Stone Acupuncture and Wellness' EIN is 45-4393226.

EIN 45-4393226

Plan number 001

Plan year 2024

ACK ID 20251010112925NAL0012983584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stepping Stone Acupuncture and Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stepping Stone Acupuncture and Wellness' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPPING STONE ACUPUNCTURE AND WELLNESS.

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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

Knocking points off