Original filing (PDF)20250416220646NAL0000435394010

SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL

Name: SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL — SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL

Form 5500-SF

FILING_RECEIVED

SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL.

Plan sponsor

Name

SMALL BUSINESS SOLUTIONS DBA FIRST STEPS FINANCIAL

EIN

45-5312213

Address

11 HOLDER DRIVE · EWING, NJ · 08628

Phone

(609) 759-5881

Industry

Professional & Technical Servicessee all

Plan administrator