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NEXT STEP STRATEGIES INC — NEXT STEP STRATEGIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718120101NAL0002577744001
NEXT STEP STRATEGIES INC
Form 5500-SF
FILING_RECEIVED
NEXT STEP STRATEGIES 401(K) PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
49
Plan assets (EOY)
$914K
Net assets (EOY)
$914K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEXT STEP STRATEGIES INC
.
Find decision makers
Plan sponsor
Name
NEXT STEP STRATEGIES INC
EIN
47-2584174
Address
8909 SE TOLBERT STREET · UNIT A1 · CLACKAMAS, OR · 97015
Phone
(971) 500-3340
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MEDOVILLE INC
MEDOVILLE AND QMS 401(K) RETIREMENT PLAN
$913K · 18 participants
VOICEFRIEND
VOICEFRIEND 401(K) PLAN
$915K · 25 participants
VIRGIN FARMS, INC.
VIRGIN FARMS, INC. 401(K) PLAN
$913K · 16 participants
REGENCY FAMILY DENTAL LLC
REGENCY FAMILY DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST
$913K · 13 participants
SFZ DIRECT MARKETING INC
SFZ DIRECT MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST
$915K · 2 participants
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GRAND VALLEY IRRIGATION COMPANY
GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST
$912K · 12 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
