How big is Stone Steps Financial LLC's plan?

Stone Steps Financial LLC's plan reported $212K in assets and 4 participants for 2024.

Original filing (PDF)20250618130906NAL0001288435001

Stone Steps Financial LLC

Name: Stone Steps Financial LLC — Stone Steps Financial, Form 5500 (2024)
Creator: Stone Steps Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone Steps Financial LLC 401(k) Plan

401(k) retirement plan · Stone Steps Financial LLC's Stone Steps Financial LLC 401(k) Plan held $212K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

Plan identifiers

Stone Steps Financial LLC's EIN is 47-3262804.

EIN 47-3262804

Plan number 001

Plan year 2024

ACK ID 20250618130906NAL0001288435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stone Steps Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stone Steps Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE STEPS FINANCIAL LLC.

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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