How big is Next Step Strategies Inc.'s plan?

Next Step Strategies Inc.'s plan reported $914K in assets and 115 participants for 2024.

Original filing (PDF)20250718120101NAL0002577744001

Next Step Strategies Inc.

Name: Next Step Strategies Inc. — Next Step Strategies, Form 5500 (2024)
Creator: Next Step Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Step Strategies 401(k) Plan

401(k) retirement plan · Next Step Strategies Inc.'s Next Step Strategies 401(k) Plan held $914K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

People on this filing

Marcus Bowie signed Next Step Strategies Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Next Step Strategies Inc.'s EIN is 47-2584174.

EIN 47-2584174

Plan number 001

Plan year 2024

ACK ID 20250718120101NAL0002577744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Next Step Strategies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Next Step Strategies Inc.'s 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 NEXT STEP STRATEGIES INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score